Is your time used up with “reverse delegation”—taking back tasks and projects you’ve delegated to your team? How can you develop your people so they manage their own departments with a minimum supervision from you?

Do you ever wonder why you think you know how to acquire millions of assets under management, but you never actually do it? Or you might be doing it but it’s going too slowly and is too hard. You feel like Hercules cleaning the Augean stables.

The problem is there’s a gap between knowing and doing.

Let the people in your niche know how you can benefit them. Deliver your marketing messages repeatedly, efficiently and effectively.

Position Yourself As the Go-to Financial Expert

Positioning: The secret to acquiring your ideal client and more assets under management.

Five Tested and True Steps to a Thriving Financial Advisory Practice—Part 3

Get the inside Scoop on Your Tribe

Give yourself an unfair competitive advantage.

Five Tested and True Steps to a Thriving Financial Advisory Practice—Part 2

Specialize in a niche.

You’ll be glad you did! There’s overwhelming statistical evidence that financial advisors who use a niche strategy make more money. They work less hours. And they get more and better referrals.

Five Tested and True Steps to a Thriving Financial Advisory Practice—Part 1

Develop the Right Mindset

Your first step to a thriving financial advisory practice is to develop the right mindset.

Are You OK?

Are you struggling because you don’t have enough profitable clients?

I used to struggle because I had a lot of borderline clients. Some had difficulty paying my fee, some were constantly rescheduling their appointments and still others wouldn’t follow through on their commitments.

Unfortunately many financial advisors bungle a terrific opportunity to position themselves for more referrals when asked the question, “What do you do?” They answer with their occupation or title.