There really is a best way to do things. We know from long experience that the people who have implemented more best practices are the ones most likely to make it to the end of the rainbox.
The purpose of this page is: help you develop and deploy more best practices. As of February 2014, this page is updated to provide resources for the first article in this series, Take the Best Path to Advisor Success. If you found your way to this page without reading that article, start there.
There are at least 7 categories of "best practices.
- ✓ Invest Wisely
- ✓ Prospect Constanly
- Manage Sales Pipeline
- Contol Time Allocation
- Present Ideas Persuasively
- Become or remain sole provider for all clients who follow advice
- Delegate all or most non-sales functions.
As these articles are published, I will be updating this this resource page and checking off the categories of best practice as we add resources.
Problem with Best Practices.
A problem with "Best Practices" is: there are a lot of them. No sooner do you deploy one than you forget another.
In my opinion, the best way deploy best practices is checklists. You might start your study of best practices with my article, "The Checklist Solution."
The categories of best practice and resources follow.
This is a best practice I cannot help you with because it is not my area of expertise. Investing is your craft. I will help you with the rest everything else.
Cold Calling Articles: 2000-2012. If you want to cold call or just have to do it, start here.
16 Best Cold Calling Scripts. These came from advisors all over the country. I judge these to be the best.
How To Win the Cold Calling Numbers Game: Explains the numbers that you must control to enjoy success in cold calling.
The 6 Cold Calling Skills Your Really Need. This article shows you how to get your cold calling stats in the "success zone."
The Seminar Success Zone. Take an hour and listen to a recorded webinar I did with Joe Johnson. Then download my white paper, "Seminar Success Zone." This white paper shows you how to bring all of your seminar stats into "the zone."
Ten Seminar Secrets: Vital info for seminar producers.
Seminar Mistakes: Don't make these mistakes.