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Would
You Want To Be In A Book Titled
TERRIBLE TRUTHS ABOUT FINANCIAL PLANNERS®?
Forrest Wallace
Cato, RFC, RFMA, FMM, CPC, CRR
You compete with clowns
who lie when you tell the truth. You compete with
clowns who over-promise when you are realistic. You
compete with clowns who never shut-up bragging and
exaggerating about themselves. You compete with clowns
who, unlike you, do not have proper qualifications,
licenses, or knowledge. This forthcoming book is about
those clowns who harm you and your entire financial
planning industry.
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 Annuity
Producers Compete With Financial Planning Clowns!Part
One
Forrest Wallace Cato, RFC, RFMA, FMM, CPC, CRR
Les Anderson told me, "Some financial
planners need a Drill Sergeant to instruct them on what
not to do or say so they can avoid making clowns of
themselves."
What
You are Marketing is Yourself
C.J. Hayden, MCC
Marketing a service business is not the same as marketing
a product. The strongest asset you have in marketing
your business is actually yourself. Allowing your customers
to get to know you will build their trust. You deserve
to be the star of your own promotional materials.
 Advisors—has
your Brain been Seduced?
Robert Cobb
Think quickly of the last major purchase that you made.
At the moment that you decided that you had to have
it, what part of your brain was controlling your thought
processes— the logical or the emotional? In fact,
take a more macro view about purchasing decisions (you
should include investment decisions here) what percentage
would you say are emotional and what percent logical?
 "Ubuntu
- A Lesson on Leadership?"
Dr. Linda J. Burrs
An important challenge facing leadership today is managing
a diverse organizational culture. One of the ways this
can happen successfully is when leadership sets a powerful
example by committing to acknowledging, recognizing
and valuing others. The concept of ubuntu embraces the
spirit of what a genuinely diverse organization can
and should become.
 What's
In A Name? The Six Essential Elements You Need To Know
by Susan Friedmann,CSP
Selecting a name for your new business is not
easy. A name does more than identify your company. It
tells customers who you are, what you do, and more than
a little about how you do it. Your name differentiates
you from your peers, peaks customer interest, and invites
further investigation -- if you do it right. |
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 Are
You Aware?
Awareness Precedes Action
Ellie Drake
Here are some possible resistance's along the
way, not necessarily for us to avoid and resist, but
most importantly to be aware of and know that they are
there. Even the most dedicated traveler on this journey,
will come across pitfalls.
 Employee
Handbooks – Danger & Opportunity
Ed Morrow, CLU, ChFC, CEP,CFP®, RFC®
Employee handbooks are a handy way to communicate to
workers exactly how things should be done and what each
worker can expect from the employer. They can be an
excellent communication tools with all employees, and
especially valuable as an introduction for the newest
associates. Most employee handbooks spell out the terms
for work and the various benefits.
 Building
A Better YOU & Marketing YOU!
Stan Hustad
(Seventh in a series of articles on personal growth
and performance improvement)
We all need friends, partners,
and outside resources. We can do all kinds of extraordinary
things but can seldom do them alone. We need other things
and other people. Here are just some ideas for building
a better you through an investment in good books, good
ideas, and a network of friends
 How
Attractive are You to the Affluent?
Derrick Kinney
As I have the opportunity to speak at broker-dealer
conferences across the country, one of the hottest topics
right now is how to help their advisors attract the
affluent. One of the things I find, though, is that
while most advisors desire to do that, they are simply
not equipped to become the "advisor of choice"
for the affluent.
 The
Hottest Life Insurance Sales Concept
Lew Nason
When done properly, using the 'Missed Fortune' concept,
agents can dramatically enhance a family's situation
almost overnight, without these families taking extraordinary
risks. |
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