Category Archives: Practice Management

Don’t Forget the Women Part 3 of 3

Faith Popcorn wrote a book entitled Eveolution, The Eight Truths of Marketing to Women.  In this book, she discussed how the marketplace was not doing a very good job of dealing with the issues and needs that concerned women and … Continue reading

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Don’t Forget The Women (Part 1)

Faith Popcorn wrote a book entitled Eveolution, The Eight Truths of Marketing to Women.  In this book, she discussed how the marketplace was not doing a very good job of dealing with the issues and needs that concerned women and … Continue reading

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What Beneficiaries do not Know Could be bad for Your Client Relationships

The Beneficiary Book was born on January 20, 1990 by Marty Kuritz who was a financial advisor at the time.  Here is his story about why he took the time to create the book. “I flew from San Diego to … Continue reading

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Part II – Networking & The Planning BluePrint

In the last blog I talked about the Seven Questions that you should answer for a prospect. In Part II we are going to discuss building a visual aid of your services and developing a network that will provide you with … Continue reading

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What do you plan to change this year? (Part 1 of 4)

“You can change without growing, but you can’t grow without changing.”- Larry Wilson Assumptions: You have the ability to provide expertise and service consistently at the highest levels to your clients. You want to insulate your clients from competitors. You … Continue reading

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How Many Working Days on Your Calendar?

What would your schedule look like if you were able to deliberately manage more of your daily activities?  By developing a time-blocked calendar, your day would have more structure and balance.  You would have a greater sense of accomplishment with … Continue reading

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Your Alternate Universe

What If I had made a different choice can be a haunting thought. Life is full of “if only’s.”  Life is a series of choices: some good, some not so good.  There are other decisions that were not made; however, … Continue reading

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Business Planning – The Underlying Assumptions

Can you answer this question about your business plan for 2017? What are the underlying assumptions that are the basis for the success of your plan? Can you say that all of your assumptions are valid?  Can you further break … Continue reading

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Postpone Procrastinating

“To put off intentionally the doing of something that should be done” Merriam Webster Procrastination is nothing new.  Most of us engage in some form of it from time to time.  There is one aspect that needs some thought? “A … Continue reading

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Female Friendly Quotient (FFQ)

For More information about working with women click on these links: Kathleen Burns Kingsbury; How to Give Financial Advice to Women, Attracting and Retaining High-Net-Worth Female clients.  http://www.kbkwealthconnection.com/ Don’t Forget the Women; a blog by Ed Howat: http://addiewoods.com/blog/?p=717

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