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Free inOVATION
We occasionally post new editions of inOVATION. These articles are samples of the ongoing coaching content we provide members of EncoreAdvisor.com.
Each edition contains a tip, technique, or strategy for creating encores in your business. We cover a wide range of subjects that are important to serious financial advisors.
If you like what you read, take a test drive by signing up for a trial membership to EncoreAdvisor.com.
Click the headline below to get started:
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How to Plan the Best Vacation Ever
Rob Brown
Summer vacation season is right around the corner; don't forget to plan for plenty of rest and relaxation. You need to recharge your batteries and enjoy your family and friends. This coaching session offers 9 tips for taking your vacation the best ever. . . . keep reading
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23 Coaching Tips for Elite Advisors
I was recently asked to contribute an article to a White Paper being put together by Peter Lantos at Elite Advisor. Peter is graciously making an electronic version of this paper available to my clients and blog subscribers. Open this free coaching session and download 23 great ideas from top coaches like Bill Bachrach, Bill Good and Dan Sullivan. Enjoy! . . . keep reading
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Fifteen Tools to Strengthen Your 2008 Marketing Efforts
Rob Brown
I was chatting with a financial advisor the other day and he remarked that marketing was his greatest struggle. His main problem was deciding which ideas to use. Each time he settled on a plan, he came across another idea that made him question his direction. With this in mind, I've created this coaching session to highlight fifteen of my main marketing themes and strategies. Whether you're a member or not, if you need to strengthen your prospecting results, use this overview to get started. . . . keep reading
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Self-Assessment: Grade Your Marketing Materials
As a financial advisor, you need to have marketing material that helps you do a better job of selling you. This Marketing Material Check-up will tell you if you are on the right track. It accompanies our 3-part Web Class, "Selling You: Creating Marketing Materials that Sell." Rate all 8 statements on a scale of 1 to 5. You will immediately be shown your score and you will receive a second copy via email. . . . keep reading
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Multitasking: Are you getting LESS done in MORE time?
Rob Brown
If you have relegated your time management system to "multitasking", you may be frustrated with your results. Your solution for getting more done in less time may actually be producing negative results. This coaching session debunks the notion of multitasking and provides you with a few time-tested success habits. . . . keep reading
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Try "Something Different" to Get Your Prospects off the Fence
Rob Brown
Most financial advisors have great prospects who are "fence sitters". Each meeting or conversation with these top prospects seems to result in a positive step forward, but it is slow going. You may feel like you're struggling to get the ultimate commitment of becoming a client of your practice. To close this gap and to give your business a boost over the next couple weeks, this coaching session contains a 5 step process for calling your top prospects with "something different". . . . keep reading
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A Quick Look at Contact Management:4 Simple Ideas to Improve Service and Production
Rob Brown
The importance of a consistent contact management system is widely understood, yet in practice is often left to chance. Advisors we have been polling are struggling to initiate or re-invigorate their client and prospect management tools. This article walks you through 4 key points you need to consider when evaluating your ability to streamline your client management and client acquisition strategies. When done effectively you gain new business and build more loyal relationships. . . . keep reading
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In this uncertain investment climate, are your PROSPECTS more eager to hear your ideas?
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Show Survey Results
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| "Benefits to working with Rob Brown and EncoreAdvisor.com: vacation in Hawaii, 2 family vacations this year and a new car. Great tools to grow your practice."
Ron - CPA, CFP
RIA
Omaha
"I can't tell you how much insight I am getting from your website. Specifically, I like the fact that I can email questions and you respond so quickly."
AR
Wealth Advisor
Scotia McLeod
"Robb, I had to call. I just finished one of your Web Classes, it was AWESOME! You share practical ideas and then give step-by-step ideas on how to make it work. The ideas from this class alone are worth the price of membership. You need to raise your prices."
Greg - CPA/PFS, CFP
Wealth Manager
California
"Thanks to one simple idea, I have done more business in the last 8 days than I did over the 4 previous months."
Laura
Raymond James
Florida
"Over the past 12 months, my business is up more than 60%. Your ideas are now a regular part of my routine... Making the ideas actionable is key!”
Dennis
Morgan Stanley
Alabama
"I have found my one year membership to be one of the best business investments I have ever made. Your structure and content are marvelous."
John
Independent Rep
New York |
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