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Get the Most out of Each Day
Earn encores by creating your ideal day.
Whether you're on your own or part of a big team, time management can be a struggle in the fast-paced world of the successful financial advisor. The strategies we cover in this section of EncoreAdvisor.com will help you boost your productivity. Read 6 Daily Success Habits of World Class Advisors to get started with this section. Plus, as a member, if you need help getting more out of each day, click here to send us an email. As your virtual coach, we're here to help.
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Turn Your Business COMPLETELY Off for a Couple Days
Rob Brown
I have spoken with a large number of financial advisors who are feeling the stress of what has already been an "eventful" year. The next few months could certainly be filled with the same type of tension and apprehension. This quick coaching session offers some sensible advice on the importance of getting completely away from your business. . . . keep reading
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The Activity Challenge - A Look at Some Results
Rob Brown
Are you working on our Activity Challenge? Over the past couple months, we have encouraged you to count your client and prospect touches. We also suggested that you measure the amount of time you are actually spending in client and prospect facing activities. Our goal has been to help you increase your production and grow your assets by getting you to spend more time where it matters most; this coaching session reviews some results. . . . keep reading
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A Success Formula that Helped Triple my Business
Rob Brown
When I was more actively running my practice as a financial advisor, I had a simple success formula - 12 by 12, 2 by 5, plan each day. I used this formula to triple my business over a three year period of time. In my coaching work, I help my clients develop similar success formulas. This coaching session, a supplement to my ongoing Activity Challenge, offers a few specific ides that may help you create your own success formula. . . . keep reading
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4 "Back to School" Lessons to Give Your Business a Boost this Fall
Rob Brown
The "back to school" season isn't just for kids and teachers. As a financial advisor, you should to make sure your practice is on track to finish the year strongly. Plus, you need to get your clients' attention focused on those financial planning issues they've put on the back burner. This is particularly true after the turbulent summer we witnessed in the financial markets. This coaching session contains 4 "back to school" lessons to give your business a boost this fall. . . . keep reading
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The Activity Challenge (Part 1 of 3): Is your activity holding you back?
Rob Brown
I was recently speaking with an advisor who remarked that he loved using my activity "tick sheet". In all honesty, I couldn't remember giving him a copy. He then told me that he learned about it a few years ago when I ran an "Activity Challenge" for members of my website; he has been using it ever since. The idea was to get advisors whose businesses may have been plateauing to consider whether or not they were maintaining the activity required to move their practices to new levels of success. It worked; several members reported great success with this simple idea. So let's try it again. This coaching session will walk you through Part 1 of this three part exercise. Watch for Part 2 in a couple weeks. . . . keep reading
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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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Using Telephone Etiquette to Save Time and Improve Client Care
Rob Brown
The way you answer or don't answer the phone can leave a lasting impression on your callers. Although voicemail is not for everyone, it can be a good tool when used properly. This coaching session walks through some of the pros and cons of voicemail as well as offers tips for improving your telephone etiquette. . . . keep reading
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Communication is Critical to Sales Assistant Success
Communication can make or break any relationship. As financial advisors we make great plans, develop prospecting and marketing strategies and then forget to share them with our assistants, the very people who can help us become more successful. This lack of communication is not intentional, it's typically completely subconscious. Yet communicating with your assistant, indeed your entire team, can boost your revenues at extraordinary rates. This coaching session provides several tips for improving the way you communicate with your assistant. . . . keep reading
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Creating Encores in Your Life, not Just Your Practice
Rob Brown
We spend a lot of time talking with advisors about creating encores in your businesses through the Encore Approach to Practice Management. But encores are not just about your career success, they are about life. You also need to create encores at home and in your communities. This quick coaching session tells you how. . . . keep reading
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How to Host Web Meetings with Your Clients and Prospects
Rob Brown
From the telephone to written communications to in-person meetings to workshops, there are endless methods for staying in front of your clients, but how do you keep them fresh, timely, meaningful and convenient? As a high end alternative, we have found that the use of 'web meetings' has become simpler, affordable and most importantly, more accepted by clients. This article is part of our ongoing 'Focus on Technology' series and reviews the use of 'web meetings' as a service, communication and sales tool for your practice. . . . keep reading
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Choosing the Right Thoughts puts You in a Position to Succeed
Rob Brown
As a rookie advisor, one of the most important lessons I learned from cold calling was channeling my emotions. When I started a calling session with negative thoughts, my results were horrible. On the other hand, when I started a calling session with enthusiasm, it was hard to find time for a coffee break. Cold calling may be a thing of the past, but the importance of channeling your emotions hasn't changed. This quick coaching session shares some important thoughts on the effects of positive thinking. . . . keep reading
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Does your office need a spring cleaning?
Rob Brown
Spring cleaning sounds both boring and obvious. Yet, when taken seriously, it can add to your productivity and help you take your business to new levels of success. This coaching session, inspired by the results of one of my clients, offers specific tips for getting better organized. Armed with these ideas, you'll be better equipped to less stressfully achieve your goals. . . . keep reading
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Take the "Simplicity Pledge" if Your Business Feels too Complicated
Rob Brown
Just because we work in a complex industry, doesn't mean we need to overly complicate our businesses. This coaching session offers the "Simplicity Pledge", 5 strategies to help you eliminate needless complication. When you adopt this pledge, you will be happier and your clients, family and team will all be beneficiaries. . . . keep reading
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Skip the Resolutions, Put Your Ideas into Action
Rob Brown
Real business growth is the result of action. Ideas and good intentions will only take you as far as the energy you put behind them. This blog post gives you 3 suggestions for jumpstarting 2008. We want this to be your best year ever. . . . 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
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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."
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Raymond James
Florida
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Morgan Stanley
Alabama
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Independent Rep
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