Welcome financial advisors...

As your "virtual coach", this month we're helping you focus on increasing your referrals. Watch for a series of new web classes.

If you're not a member, please browse around to see what's available. When you're ready to join, you can get started with a 14 day trial.

Wecast Replay: Are you ready to run a referral-only practice? With a referral-only practice, you end up doing more business the way you enjoy doing business with the type of people who make it more fun. Plus, a good stream of referrals can eliminate the need for other timely and more costly marketing strategies. This webcast replay will help you answer the question: "Are you ready to run a referral-only practice?" . . . keep reading What's Working Now: A Recorded Conference Call with Duncan MacPherson A couple weeks ago, Duncan MacPherson, co-CEO of Pareto Systems, and I hosted conference call. We discussed some timely advice on how to build your business. We also covered marketing strategies that are working in today's environment. This coaching session contains a link to the complete call. . . . keep reading Should you be running a referral-only practice? Most financial advisors believe that referrals are their best source of new business. After all, referrals tend to represent higher quality new relationships. Plus, a good referral stream eliminates the need for other timely and costly marketing strategies. Would your business be stronger if you ran a referral-only practice? This coaching session helps you begin to answer this question important practice management question. . . . keep reading 10 Steps for Using Telephone Appointments to Regain Lost Time Telephone appointments are simply pre-scheduled phone calls; their use may help you recoup hours in the day. They may also allow you to increase the quality and quantity of time you spend with your clients and prospects. This article walks you though 10 step process for adding telephone appointments into your daily routine. What would you do if you had an extra hour (or more) each day? . . . keep reading Using the "Personal Touch" to Strengthen Client Loyalty In a world where emails and text messages can be overwhelming, sometimes it's nice to get a handwritten card. At a time when your firm and strategic partners may be practicing "mass customization", a personal letter can be a door opener. In an environment where even your most loyal clients are considering new advisors, personal communication tops the list of client retention strategies. This coaching session offers tips and techniques for adding the "personal touch" to your client communications. . . . keep reading The Law of Diminishing Intent In simple terms, the Law of Diminishing Intent states that when it comes to finishing a task that seems absolutely crucial at one moment, our motivation wanes at about the same rate as the task's significance in relation to other aspects of our life and business. This is largely due to the fact that the emotion associated with the action dwindles, causing the motivation required to finish the project to fade. This coaching session offers helpful tips for overcoming the Law of Diminishing Intent. . . . keep reading Member Download: Two Simple Client Appreciation Letters As part of our ongoing series of tools dedicated to helping you deliver the "Ultimate Client Experience", this coaching session contains a couple short client appreciation letters. By combining a little humor with heartfelt thanks these letters lets you tell your clients know how important they are to you and your practice. You can download Word versions of either letter and use your contact management system to merge them with your client mailing list. Alternatively, you could copy and paste the text onto a greeting card or email. . . . keep reading Ultimate Client Experience:Add to Your Clients' Summer Reading List As summer vacation season gets under way, you and your clients will probably be heading off for beaches, mountains and other far away places. This may make it more difficult to stay in regular contact. As a way of saying thank you for their business so far this year and to give them something special to remember you, send your best clients a book. . . . keep reading Second Opinion Campaign for Clients and Prospects (with letters) Offering your clients and prospects second opinions on their investment, savings and retirement accounts is a great way to gather new assets. And the current market environment gives you an excellent opportunity to offer this service. Many of the folks you're speaking with on a regular basis are looking for some extra help. To get you started, this coaching session contains a "second opinion campaign" with separate letters for current and future clients. . . . keep reading Web Class: Six Essential Components of Networking Success A large number of financial advisors sight networking as one of their primary methods for meeting new clients. Unfortunately, most of these same advisors report only modest success. Yet, when it's done properly, networking can produce spectacular results. Plus, it can even be a lot of fun. But it requires more than just being in the right place at the right time. If you're looking to improve your networking results, this coaching session walks you through six essential components for networking success. . . . keep reading More

Web Class: Six Essential Components of Networking Success A large number of financial advisors sight networking as one of their primary methods for meeting new clients. Unfortunately, most of these same advisors report only modest success. Yet, when it's done properly, networking can produce spectacular results. Plus, it can even be a lot of fun. But it requires more than just being in the right place at the right time. If you're looking to improve your networking results, this coaching session walks you through six essential components for networking success. . . . keep reading Referral E-course: Turning Advocacy-Based Referrals into an Everyday Success Habit Client advocacy is my favorite method for landing high quality referrals. When you turn advocacy into an everyday success habit, you are opening the door for exponential business growth. For many advisors, this may be the only marketing strategy you need. This Referral E-course contains a series of coaching sessions that will help you become an advocacy expert. . . . keep reading More