Henry Ford would have made a great financial planner—take a lesson

~ Wednesday, September 3rd, 2008

Eighty years ago Henry Ford uncovered the efficiency of product standardization and the assembly line. The product was so standardized it gave rise to the joke that a customer could have a car in any color—so long as it was black. Even though this winning formula for efficiency and profitability is decades old, most financial [...]

How to Replicate Your Easiest and Most Lucrative Sales

~ Tuesday, August 5th, 2008

Professionals in financial services often make the sales part harder than it need be. I have seen the following occurrence many times. You may recognize it:
A financial advisor tries a new system of generating business. Everything works well and they capture a few easy and profitable sales. The financial advisor thinks [...]