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Clients Value

5 Ways to Bring Your Clients More Value

Consistently bringing your clients value can be done in a multitude of different ways. Using just one or several of the following tips for bringing value to your business will…

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Expert Networking

Your Guide to Expert Networking

Stop fearing networking and start embracing it! Consider these tips for mastering the art of networking and change the way you meet new people. 1. Be authentic. You don’t need…

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Productive People

5 Skills the Most Productive People Have Mastered

If there’s one thing I learned from building and maintaining a successful financial services business, it is how to master a handful of important skills, which can be applied to…

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Burnout

7 Ways to Support Your Employees & Prevent Burnout

Employees are your business’s most valuable asset. As a leader, employer or manager it is your responsibility to support your employees, so they can perform at their best. Employee burnout…

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Losing a Client

Why Sometimes Losing a Client Is Okay

I’ve lost clients over the years. Sometimes it’s an amicable parting of ways, other times not. Sometimes it was my fault, and sometimes it was theirs. Relationships evolve with time,…

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Difficult Clients

7 Ways to Deal with Difficult Clients

We’ve all had that one client who seems to make things excessively difficult. Perhaps they’ve too overbearing or controlling, their expectations may be way too high, or they’re simply not…

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Clients

Are You Asking Your Clients the Right Questions?

All of lives we’ve been taught there’s no such thing as a wrong question. This may be true enough in most scenarios, but in financial advising, there are certainly right…

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financial advisor

Networking for the 21st Century Financial Advisor

Being a financial advisor 20 or even ten years ago is vastly different than today. With increased technology, buyer awareness and more options in the market, financial advisors have to…

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High Net Worth

3 Ways to Keep High Net Worth Clients

According to a recent survey by Fidelity Investments, advisors rely on current clients to generate nearly 48% of new business. Yet, nearly 45% of millionaires would not recommend their financial…

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Client

A Quick Guide to Thinking Like a Client

Try a bit of role reversal and put yourself in your client’s shoes with these three simple steps. 1. Manage Information Ideally, your client tells you everything you need to…

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Fired

7 Ways to Get FIRED by a Client

You’ve probably already guessed it, but this is more of a “How NOT to” article. As in any profession, advisors make mistakes, some more costly than others. When you’re working…

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Humor

10 Reasons Humor Is Important to Workplace Success

Are your employees having fun at work? Chances are some extra laughs in the workplace couldn’t hurt, and will probably do more for relationship-building and communication than you think. Naturally,…

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Tired

What NOT to Do When You’re Tired

So, you’re tired. Well, join the club! We’re all tired; it’s a symptom of a busy, productive, successful, beautiful life. But, it doesn’t give you the excuse to make irresponsible,…

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make time

5 Things You NEED to Make Time for in Life

Picture it like this: when you take a wrong turn on a road trip, your GPS automatically re-routes you and sets you back on course. However, if you kept taking…

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Employee Fulfillment

The 4 Ingredients to Employee Fulfillment

As someone who enjoys spending time in the kitchen, cooking up elaborate Sunday dinners and holiday meals, I also have a ton of appreciation for simple, no nonsense recipes. With…

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hiring process

3 Misconceptions in the Hiring Process

One of the biggest mistakes employers make in the hiring process is treating candidates like children. They believe with a few exciting “perks” they can be won over in a…

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Unhappy employee

7 Ways to Spot an Unhappy Employee

If employee happiness isn’t already a top priority in your office, it’s time you’ve bumped it to the top of your list. Employee happiness is essential to the success and…

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High Turnover

Reverse High Turnover with These 4 Strategies

The polls are in, and the results may surprise or even upset you: the overwhelming majority of employees quit their jobs because of management. That’s right, you might be the…

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Evaluation Process

Rethinking the Employee Evaluation Process

Employers who regularly review their employees that is at least every quarter reap exceptional benefits: Employees know where they stand and what is expected of them. Together, you can identify…

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disagreement

4 Ways to Constructively Respond to Disagreement

When a disagreement comes up in the office, as they inevitably do, how does your team react? Are you able to constructively disagree and find a compromise, or do office…

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Goals

How to Link Employee Strengths with Goals

Have you ever heard of S.M.A.R.T. goal-setting? The acronym is no coincidence for how profoundly it can improve employee performance. Before we dig into what S.M.A.R.T. goal-setting stands for and…

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vacation

Vacation Makes You Better at Your Job

Over half of Americans leave vacation days on the table, every year. Yet, taking time off is a necessity of personal happiness and wellbeing; not a sign of weakness or…

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Presentation-Giving

Common Traps of Presentation-Giving

What does it take to be a great presenter? You’ve probably been to countless presentations, seminars, conferences, even a simple team meeting, where the presenter captivated your attention and didn’t…

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anger

5 Ways to Stop Losing Your Cool

How do you react under pressure? Do you boil over with rage or stay cool as a cucumber? Controlling your emotions is a learned skill for many advisors — it…

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approachable

How to Be More Approachable with Your Team

Among leaders, it’s quite common to see a certain detachment or stand-offish nature between management and employees. For most leaders, the intention is “keep a distance,” to maintain some level…

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criticize

4 Ways to Criticize Kindly

Let’s face it, giving criticism isn’t exactly fun. It can be uncomfortable, awkward and all-around unpleasant. Yet, leaders face the unwelcome burden every day, as they try to improve, transform…

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listening

Why Is Listening So Hard?

How many would agree listening is an important tool for all financial advisors? If you don’t agree, something is wrong. In fact, listening is arguably one of the most important…

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investing

Understanding the Psychological Barriers to Investing

Clients will come up with a plethora of reasons for how they make investment decisions. As an advisor, it’s your responsibility to understand those barriers, so you know how to…

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engaging speaker

How to Be an Engaging Speaker and Keep Your Audience AWAKE

It’s not about you. You can spend hours thinking about how you look, how you sound, your visuals, etc. but you’d be misusing your time. Your presentation isn’t about you;…

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financial planning

Why Don’t More People Seek Professional Financial Planning?

Over three-quarters of the nation are dissatisfied with their personal financial standing, yet roughly a quarter of those individuals actually seek counsel. For financial planners, the opportunity lies within understanding…

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financial prospect

4 Features Prospects Look for in a Financial Advisor

Let’s take a step back and a step into the shoes of our prospects. We spend a lot of time considering our processes — how we prospect, our client relations,…

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prospects

3 Barriers Blocking Prospects from Becoming Clients

Are you getting the volume of business you want and leading the lifestyle you always dreamed? If not, ask yourself this, are there barriers standing between you and the growth…

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wholesalers

How to Spot a Worthwhile Wholesaler

Developing strong relationships with wholesalers who work with funds that interest your clients in simply makes sense. Here are a few reasons why. If a change occurs to a fund,…

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Thought Leader

4 Lucrative Ways to Be a Thought Leader

What is a thought leader? A thought leader is someone who shares their fresh, new ideas and implements them through leadership. A thought leader is: Passionate Innovative Motivated Unique Open…

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stress-coping

6 Stress-Coping Mechanisms for Business Owners

Realistically, stress is not 100% avoidable, especially as a business owner. What is realistic, is being able to cope with your stress in a manageable way to minimize its effects….

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business transition

7 Ways to Transition from Business Owner to CEO

In the life of every business owner, there comes a time when it’s necessary to transition from the role of business owner (jack-of-all-trades) to CEO. Why Make the Transition? If…

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female advisors

5 Reasons Clients Choose to Work with Women

In a male-dominated industry, the financial services sector is changing its stripes. More than ever, consumers are choosing to work with female advisors over their male counterparts for a handful…

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Listening to Clients

Are You Really Listening to Your Clients?

Here are simple ways to determine if you are really listening to your clients. Make the change now! 1. Control The Environment Setting the stage for a productive meeting is…

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Empower Employees

5 Ways to Empower Employees with Greater Autonomy

One of the greatest things I ever did in my business, was hand it over to my employees. I knew, early on, to achieve the lifestyle I wanted, I had…

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being generous

8 Ways to Err on the Side of Generosity

“It’s better to give than to receive.” But is this also true for the workplace? Absolutely! Generosity has been shown to enhance mental and physical well-being, as well as the…

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delegating to my team

5 Ways to Transition Your Clients to Your Team

When I began my career as a financial planner, I was doing everything, and I really mean everything. From answering phones to meeting clients, to organizing paperwork to handling administrative duties…

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Respectful communication

6 Ways to Practice Respectful Communication

Creating a “safe” space for communication paves the way to open dialogue and idea sharing so that you can get the most of our team. Practicing respectful communication is the…

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leadership

6 Different Leadership Styles, and When to Use Them

I’m not much of a golfer, but I know how to choose my club, depending on the shot. There’s a calculation every golfer must make and every club doesn’t work…

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psychology of sales

Understanding the Psychology of Sales

If I could go back in time, I’d start by choosing a different major in college. Instead of business, I’d choose psychology, because, let’s be honest, so much of what…

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systems that facilitate success

How to Create Systems that Facilitate Success

My philosophy has always been, the more things are systemized, the less opportunity for negligence and the greater chance your clients will experience a superb experience. For that reason, I…

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building your team

Building Your Team

It’s been said there are two ways to grow your team: Create a product, then hire people to sell that product. Become an entrepreneur and surround yourself with technicians who…

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email prospecting

6 Reasons Your Email Prospecting Isn’t Adding Up

Email prospecting can translate into promising sales leads and be extremely effective if done right. The reality is, most recipients won’t even read your email if you’re making any of…

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psychology of working with women

Advice for Women Advisors

Throughout my career in finance, I’ve paved my own way — I’ve been a “pioneer” of sorts in the financial service industry, yet I’ve never conceded to the preconceived stereotypes…

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streamlining your business

5 Ways to Streamline Your Business for Every Client

Is it time for you to streamline your business? Here are seven clues it’s time to simplify your business and streamline your processes: Your contact/client information is not consolidated in…

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Discovering your unique brand

Discovering Your Unique Brand

I don’t believe in blending in, following the crowd OR cut-throat, ruthless competition. I believe if your brand is unique and individual to you, there’s plenty of success to go…

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giving seminars

5 Valuable Lessons For Giving Seminars

Throughout my career, I’ve had the distinct privilege and pleasure of holding countless keynotes, trainings and seminars. Naturally, some have been more successful than others, but I can say with…

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communicators

9 Words Great Communicators Know to Avoid

Words mean things. Go figure, right? Oddly enough, the value our words hold seem to fall short on so many professionals, especially leaders and business owners. Saying the right thing…

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people first-perspective

3 Ways to Lead with a People-First Perspective

Leading people is hard, and the reason it’s so hard is a simple, yet categorically challenging thing: people. That’s right, the challenge with leading people isn’t your leadership skills or…

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prospecting methods

10 Prospecting Methods That Really Work

Just like any part of the sales process, you have to put in your due diligence when it comes to the prospecting process. For many salespeople, it’s the most dreaded…

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lessons for financial advisors

6 Lessons for Financial Advisors

Whether you’re a budding financial advisor or seasoned professional, there are several lessons, passing the test of time. 1. Don’t Follow the Crowd It’s okay to be different. Following the…

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motivations biggest demotivators

Overcoming Motivation’s Biggest Demotivators

Motivation is a popular topic. It’s been discussed, rehashed and looked at from “a different angle” time and time again. You might’ve read a book or an article and thought…

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sticking to your routine

8 Steps to Sticking to Your Routine

In a world full of distractions, notifications, alerts and opportunities, it can be hard to focus on one thing at a time. The overwhelming breadth and depth of stimuli takes…

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successful leaders

14 Ways Successful Leaders Build Their Dream Teams

Behind every great leader is an even greater team. The most successful leaders support and motivate their teams to reach their fullest potential in the following ways. 1. Set Clear…

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psychology of women in the workplace

The Psychology of Women in the Workplace

Gender plays a major role in company culture, office politics and working relationships. Understanding the psyche of women in the workplace can aid in greater ease of communication, employee satisfaction…

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think like a boss

6 Ways to Think Like a Boss and Be a Great Leader

Thinking like a boss, no matter your title will elevate your leadership abilities from good to great and pave the way to success. Don’t be fooled. The work of a…

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public speaking

7 Ways to Become a Better Public Speaker

Let’s face it — public speaking is an inevitable part of most of our lives. Experts define public speaking as “the process, or act of performing a speech to a…

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discovering your why

Discovering Your WHY

What does it mean to know your why? What is a why? Your why is your purpose or the purpose of your business. Discovering your why has a major influence…

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building financial services business, make this year your best year

Make 2017 Your Best Year Ever!

I’m not going to lie; I had all the odds stacked against me when I started in the industry back in 1989. I could have followed the typical advisor track,…

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building financial services business, make this year your best year

Building a Financial Services Business That Grows Itself

You’ve likely never heard of me–  my name is Erin Botsford. I have been in the industry for 28 years. Many refer to me as one of the early “pioneers,” when…

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