Reviewing  your processes and strategies, measuring your performance and determining whether or not you are achieving your goals.

Questions to Consider:  How do your clients rate your performance? Is your team operating on all cylinders? Have your strategic partners lived up to your expectations? Are you comfortable with your own performance?

The categories below contain tools to help you Evaluate: SELF-ASSESSMENT, SURVEYS AND PROFILES, ASSESS YOUR PRACTICE, and SUCCESS STORIES.

SELF-ASSESSMENT As a Financial Advisor, Your Work is a Labor of Passion and Compassion - Thank You! Rob Brown Here in the United States, we're approaching Labor Day weekend. Monday will be one of the "government holidays" that we seem to take for granted. As I started to write this post, I wondered about the significance of this often overlooked holiday. And I realized that this is a great time to tell you, as a financial professional, how important your "labor" is to your clients, community and family. Read this coaching session for some words of gratitude and admiration. . . . keep reading More

SURVEYS AND PROFILES Handwritten Notes for a Strong Start to Client Reviews Rob Brown Handwritten notes are critical for delivering the Ultimate Client Experience and bringing personal attention to your top clients. They stand out from among the emails and other electronic messages that constantly flood your clients' mailboxes. The great thing is that this personal touch can be very effective with just a little bit of planning. This coaching session offers ideas on how to use handwritten messages to arrange client reviews. . . . keep reading Client Surveys: Are you making the grade? Rob Brown Allowing your clients to grade your performance is an essential step in delivering the "Ultimate Client Experience". A simple client survey can show you where you shine as well as point out areas in need of improvement. This coaching session gives you a simple formula for conducting a client survey. . . . keep reading More

ASSESS YOUR PRACTICE It's a Good Time to Give Your Practice a Mid-year Checkup Rob Brown We are approaching the halfway point of 2010, so it's a natural time of year to pause, review your progress and set direction for the next six months. This coaching session contains an update of six important questions for analyzing your practice. Whether your business is up, down or just holding its own, you should take some time to give your practice a mid-year checkup. . . . keep reading 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 More

SUCCESS STORIES Survey Results: Over 90 Percent of Advisors Report a Solid First Quarter Rob Brown Every couple weeks I post a survey question on the front page of EncoreAdvisor.com; it usually relates to current trends among financial advisors. And given the amount of time I spend speaking with advisors, I am rarely surprised by the results. Fortunately, this past week's survey results were a pleasant surprise. So far, 90 percent of respondents report that their first quarter production is higher than it was this same time last year. Read this article to learn more. . . . keep reading More