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Practice Management
How to train cats and salespeople
September 02, 2010
One evening I came across a fascinating animal act featuring a cat trainer with a half dozen cats of varying sizes, shapes and colors. The trainer simply used a combination of treats and verbal praise to motivate his cats to perform difficult tricks. ...
Van Mueller Named 2010 Advisor of the Year
August 25, 2010
Senior Market Advisor magazine is proud to announce that Van Mueller has been selected as the 2010 Advisor of the Year. ...
Brian Tracy on discipline and prospecting
August 17, 2010
Sales and business guru Brian Tracy provides his ideas on how advisors can improve their practice through discipline and prospecting....
The Finalists 2010 Advisor of the Year
August 01, 2010
Every year the selection process for the Advisor of the Year has interesting twists and turns and the finalists, while holding onto their unique qualities, take on a common theme as well....
How to create success behavior
July 16, 2010
Success. Many financial advisors go about getting it as if they expect it to be here right now. Yet, success eludes so many. Why? My experience shows me that it’s a simple clarity and goal issue. ...
Top eight pieces of advice for advisors
July 13, 2010
Sometimes the best way for us to succeed is to take some time to reflect on what we've learned....
Are you listening to your clients?
July 06, 2010
Sometimes, it’s the little things advisors do that can take them to the next level of success. William J. McLaughlin of Wall, N.J.-based The McLaughlin Financial Group LLC told me that little bit of wisdom in a phone conversation last week. ...
What do professional designations for financial advisors mean to you?
July 01, 2010
I definitely want an advisor to have his licenses and designations in order....
2010 Senior Survey: Trust is key
July 01, 2010
This year’s Senior Survey revealed the impacts of a year’s worth of national health care debate and continued economic downturn. Seniors are confused and concerned,...
Two secrets of plain old customer service
June 25, 2010
With the right strategy, on-going training, and easy but effective implementation, any company can provide award-winning customer service....
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