15 Minutes and a Red Book

Every restaurant in the world is managed by a little red book. The Managers Red Book. Simple. Right? Every day you’d open the red book to find two pages for that day. It was broken down into every imaginable category and topic. Shift problems, order notes, labor issues, etc. The very simple rule is that […]

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Easy to forget

Right now I need a filter for a riding mower. I need to get a printer hooked up in my office at the house. I have a leaky faucet. I have a pipe fence that needs a rail welded back in place. I have two windows that need the screens replaced. I have a scratch […]

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The 1,000 yard stare

The phrase was popularized after Life magazine published the painting “Marines Call It That 2,000 Yard Stare” by World War II artist and correspondent Tom Lea, although the painting was not referred to with that title in the 1945 magazine article. The painting, a 1944 portrait of a Marine at the Battle of Peleliu, is […]

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Keeping Your Promises

There is one thing that separates great financial services professionals from the rest. Do you know what it is? Follow through! On average, people attempt to do what they say they are going to do less than 5% of the time. WOW! 95 times out of 100, we don’t even ATTEMPT to make good on […]

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Turning into a Farmer

When most of us got into the financial services business, we were taught to hunt down our friends, relatives, anyone who would listen in order to sell them something. Once we culled that herd, we were taught to “dial for dollars”. Remember? Then there was the thrill of that first big case, the “elephant”. It […]

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Eliminating Distraction

We are all so distracted today. We can only take in so much information and remain useful. Yet, today as advisors we are constantly bombarded from every side with information. Each piece has to be examined and either acted upon or discarded. We do this automatically and, in some cases, subconsciously. If you are like […]

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Mine Tags in Your Financial Advisor CRM

Most advisors who have been in the business for any length of time know that service levels are essential to delivering value your clients. Segmentation allows us to focus our time and efforts on those clients who can make the biggest impact on our businesses, either directly or indirectly. Additionally, it allows us to tailor […]

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