Practice

Hit the ground running in 2003 and keep going!

(January 2003) You’ve thought about taking real steps this year to grow your book of business. So what are you waiting for? The year is brand-new, and now is the time to hit the ground running. Here are some thoughts about marketing techniques that can help you grow your business both in the short and […]

By Martin R. Baird |January 17, 2003

4 min read

Put the

(January 2003) As you look at your business plan for the coming year, how are you going to build referral relationships in your community? Have you thought about building relationships — and developing potential clients — with those businesses that are outside of the normal financial stream? The life planning approach offers you the chance […]

By Barry LaValley |January 15, 2003

6 min read

Knowing what motivates each of your team members: Priceless

One of the greatest challenges that we face as financial advisors is trying to motivate our team members. The difficulty stems from the fact that different people are inspired by different things. Some people respond to money or tangible items whereas others desire the intangibles — a word of praise, time off or a pat […]

By W. Lloyd Williams |December 19, 2002

3 min read

Put the

Your approach to your client relationship The services you provide, written from a client perspective An easy way for clients to remember what you do for them Put the "life" in your practice in 2003 — previous stories Developing your mission statement and value proposition Creating your communications strategy Keep company separate It’s important to […]

By Barry LaValley |December 17, 2002

5 min read