Did you miss the Count on Success Summit?

700cosslogoDear Financial Advisors, Planners & Wealth Mangers:

If you missed any of the experts featured during the Count on Success Summit, don’t worry!  You can have them all!

AND, for a limited time, save $100 on the SUMMIT! VIP Advisor Success Kit

It was a challenge to write notes fast enough on these timely topics:

  • Growing Your Revenue—and Increasing Your Profits
  • Simplifying Your Business
  • Working Less, Decreasing Stress, and Having More Fun
  • Becoming Known as an Authority
  • Attracting Your Favorite Kind of Client

Every session gives you proven strategies from our 10 industry experts!  Every session allows you to take action, increase your productivity, improve your effectiveness, and ultimately earn more.


Advisors: #1 Reason to Create an Exit Plan

Your clients and future clients want you to have an exit plan.

Fotolia_63269304_Subscription_XXL200None of us can guarantee that we’ll be here tomorrow.

None of us can guarantee that our business will be here or that “mother nature” won’t destroy our firms.

Because I work with advisors, individuals always ask me for tips and recommendations on hiring an advisor.   During many conversations, they’ll often tell me that they’re afraid to hire a solo-owner or small firms, mostly because of continuity issues.

When you work for a firm and leave, chances are that  clients will become their clients.  (Hopefully, until they find you).  


11 Low Cost Ways to Market a Seminar

Market A Seminar Off and Online

You’re hosting or participating in an event, virtually or in person. If it’s your event, for sure, you’ll market it. If it’s an event you’re participating in, that’s another opportunity to get your name out there.

In addition to the ways listed in this article, there are plenty of ways to pay for marketing. Things like: targeted paid advertisement on social networking sites, ads or events notices in trade papers, newspapers, and magazines as well as using USPS’s local bulk mail for businesses system often brings new eyes to your work, too.

Often library systems offer free access to databases of individuals or businesses you can target, too.


Does the state or federal government owe you money?

You, your family members, and clients may have unclaimed money from a state or the federal government

It never ceases to amaze me which state or government owes me my own money!  The amazing part is that 95% of the time that I’ve found this money, I’m still living at the same address as stated on the unclaimed property file.

So, start the year off checking for your “found money”.

Even if you’ve lived at the same address for “a zillion years”, check the “missing money” websites for any state you’ve ever lived in.

Most of the money I’ve found is from insurance companies, health companies, electric companies and department stores – I’m perplexed as to why!


How advisors can earn more in 2016

There really are no magic bullets to growing a firm, but below are a few possible goals and strategies to get you started on the road to be more successful in 2016 than you were in 2015*.

A few goals to get you thinking about growing:

  • Increase the number of clients from ___ to _____ by ____(date).
  • Add ___ new paid services by ____ (date).
  • Increase the value of the average transaction per client from ____ to ____by ____(date).
  • Increase the number of transactions per client from ___ to ____by ____(date).
  • Decrease expenses from ___ to ____per client by ____(date).
  • Decrease the number of ways we market from ___ ways to ____ ways by ____(date).

The Power of Purpose, PBS Special

I came across this program on TV this week. I highly recommend that you watch it, too.

Even if you already know your purpose, the show will provide you with new insights.

Knowing your purpose is a major clarifier, you can use the information to up the ante or  change your life and business.

Being lifelong learners, as I’m sure you are too, I learned the importance of knowing what gifts, passions, and my calling were early on in life and yearly, during planning week, I revisit them. From time to time, I’ll add or even change some of my answers.


GRAMMARLY Recommendation


My colleague, Michael Hartzell, a marketer extraordinaire, at www.michaelhartzell.com, and I were talking about a few business topics. Michael likes to stump me and throw website URLS at me to see if I know about the site already. Most often I do.

But this time he gave me, not only 1 site that I didn’t know (and should use) but two.
Michael knows me long enough to know that the “how to proofread” classes I took (3 or 4 in my lifetime so far) didn’t work. He knows that this area of life and business is a weakness of mine.


Free Business Workshops for Financial Advisors

2016 Free Virtual Count on Success Summit for Registered Investment Advisors, Financial Advisors, and Planners  January 11-27

Financial industry experts will deliver 10 different sessions – with topics ranging from cybersecurity, automation and systematization of operations, marketing, social networking, human capital, and succession – at this year’s free Count on Success Summit.  The virtual summit features thought leaders from various practice management fields.  It will be held online from January 11-26, 2016.

“Because the event is held online, it’s a rare and affordable opportunity for advisors to learn how to grow or make improvements to their firms,” says Maria Marsala, Operations & Marketing Manager to Financial Advisors and the event’s organizer. 


Research magazine’s Advisor Hall of Fame (Summary)

I was reading an article this morning, on ThinkAdvisor.com  about “Research magazine’s Advisor Hall of Fame, now in its 25th year”
Three advisors have been added to their Hall of Fame. Here’s the article: http://www.thinkadvisor.com/2015/11/30/2015-advisor-hall-of-fame (there is a link on the page to see the article “in full” and if you’re not a member of the site, you can join for free.
Here’s what I, as someone who helps my clients grow their firms, found interesting to read.
They all have developed niches.  Some around AUM, some around the people they work with (single women).  Over the years, the AUM of their niche has grown.  

Article Banks Are Internet Marketing Gold

At the start of internet marketing, this marketing strategy used to be called “article marketing.”   Today it’s called, “content marketing”.  Same thing, for the same reasons.

What are article banks?

Article banks are two-way websites where authors “deposit” articles to invest and where lenders “take” the article to use. The “interest” someone pay for using an article consists of a bio or resource box. Each article bank site includes guidelines for authors and potential publishers. Authors retain first rights – retain ownership – to articles placed on article banks. Some article bank sites publish e-zines that include recently submitted articles, ad swap requests and/or an “articles wanted” area, too.