Archive for the ‘How-To’ Category

Stress and anxiety are very common when you work in financial planning. As a result, here is a list of techniques that a person in financial planning can use to help manage their daily stresses and anxieties.
Sometimes, we get stressed when everything happens all at once. When this happens, a person should take a deep [...]

This post follows last week’s article Top 10 ways to KILL your rankings – Part 1 where we talked about the top 10 things you should never do in order to maintain the high rankings on search engines.
6. Link Exchanges
Mutual exchange of links without adequate analysis of the partner site is bound to have a [...]

Websites often depend on their rankings on the result pages of popular search engines to drive inbound traffic and eventually monetize their efforts. Sites methodically adopt a range of search engine optimization (SEO) techniques to get into the good books of the search engine ranking algorithms while also ensuring that they still remain user-friendly in [...]

It is a fact that running a blog can often become tiresome and tough but when you’re tackling a subject that is perceived by most people as “dry” and boring, your job becomes interesting and challenging. If you want to make money from a website, you have to stay aware of the recent and contemporary [...]

The first step to managing stress is to determine what is beyond your control.
For some advisors, that list might include: the global economy, the ups and downs of the market, your clients’ attitudes, changes in products or a rollout of new computer systems.
The second step is to ask: “What could I control that I’m not [...]

Energy, time and money are precious goods and you owe it to yourself to spend them wisely. The more of these resources that you use for projects which have meaning for you, the more fulfilled and inspired you will be. There is no shortage of requests for advisors to be on boards and committees or [...]

“The first step in exceeding your customer’s expectations is to know those expectations.”
Roy H. Williams

Taking on a new client is a decision that may change your business dramatically. Being desperate and signing up someone just because they happen to have that magic number of assets can cause problems. Having a process for making the [...]

“Referrals aren’t given easily. If you don’t take the time to establish credibility, you’re not going to get the referral. People have to get to know you. They have to feel comfortable with who you are and what you do.”- Ivan Misner

Your centres of influence (COIs) can be your more profitable sources of referral business, [...]

While based on his media presence it’s quite clear that this financial advisor clearly has a high profile to begin with, it is also clear that the video style also contributes to its immense popularity. While 38,000 views may appear to pale in comparison to the millions that music video generates, it is nevertheless extremely impressive [...]


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