Archive for March, 2009

The Fuel to Double Your Business

~ Monday, March 23rd, 2009

Most business owners think that to grow their business, it takes more money or more personnel.  But maybe another ingredient is more important, the ingredient of trust in business.
As an illustration of the importance of trust in business, consider the financial crisis.  It’s not a financial crisis or liquidity, it’s a crisis of trust.  One [...]

When Financial Advisors Miss the Big Picture

~ Friday, March 20th, 2009

It’s important to understand the big picture and how to make money as a financial advisor.
Your goal is to have face to face meetings with prospects who meet two criteria:
1. The prospect has money in their control (i.e. not tied up in a 401k)
2. The prospect is interested in opportunities to do better with their money
If you [...]