Tag Archives: 5Q

Nobel Prize Winning Economist Daniel Kahneman single handedly launched a whole new genre of economic study… Behavioral Finance.  In his book “Thinking, Fast and Slow”, he talks about how both emotional and deliberative thinking figures into the client-advisor relationship… I … Continue reading →

Many of us have a strong presence in our church or synagogue.  We have friends where we worship and there are people there that we know we can help… but it can be extremely difficult to approach them about business.   … Continue reading →

Consumer Reports recently reported on a study by Sullivan and Northstar Research Partners.  They interviewed 1,800 investors with more than $100,000 invested with their advisor. A full 40% of them said that they wouldn’t think twice about leaving their current … Continue reading →

Did you see this tiny factoid hidden in a recent news article in MSN Money?  It will allow you to easily pick up lots and lots of new money in the next couple of months… Investors moved an average of … Continue reading →

There is so much information out there on branding and target marketing… but what actually works? Of the following list, which strategies do you think would be the most successful? Dominant local firm Niche marketing firm Technical specialty firm Local … Continue reading →

I have a handful of advisors that swear by the following method to create referrals like clock-work every month. It’s a client birthday or retirement party.  They just choose one client a month and throw them a little luncheon.  The … Continue reading →

When advisors find out I make over a million dollars a year as an advisor in Rochester, MN… they jump to the conclusion I work with doctors because the Mayo Clinic is here.  Nope… not a single doc in my … Continue reading →

How would you like to get in front of the best 9 referrals you’ve ever received in the next month and a half?  It’s cheap… it’s easy… and it’s a no-brainer.  Your clients love you right?  But they don’t refer … Continue reading →

According to a survey of US investors last month over 2/3’s of them do not realize their bonds (and more importantly bond funds) will be negatively affected by increasing interest rates. This is a HUGE opportunity for you! Did you … Continue reading →

A picture paints a thousand words…  we’ve all heard that before.  Well it’s true.  People can grasp a picture much more quickly and emotionally than a word.  Think of your reaction to the printed word…  sun – as compared to … Continue reading →