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2018-03-14 • 20 second read

Undoubtedly you have an agenda and on that agenda is probably a bullet that says "What's important to you?" Well, this is where you ask a prospective client where they see themselves, what are their goals, and what are they trying to accomplish?

It's a great interaction, but of course it's what every financial advisor does. But why swim in that pool of sameness? Instead, have it read "what's important to you - your FORM goals.” F.O.R.M is an acronym for family, occupation, recreation, and money. When you say to a prospective client that part of our process is to understand what really matters to our clients, and then you write out the acronym FORM and ask them specifically for the goals around family investment legacy, continuity and succession you begin to make it real and personal.

That's why financial independence matters. Financial independence – money - is a means to those ends. Clients can internalize that and lock it down and it makes you unique. By differentiating, you elevate yourself. Does this post resonate with you?

Then take action, give us a call and ask to speak with our Consulting Coordinator to see if we are a good fit for you: 1.866.593.8020

2018-03-13 • 3 min 13 second video

Looking for ideas on how to incorporate your branding with your client greeting cards? Talk to our friends at Lavish Cards:

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2018-03-12 • 20 second read

https://www.paretosystems.comI called a client of mine in Florida and got his voicemail. He had a very professional, pleasant greeting, but - right out of our Playbook at the end of the voicemail - he said “I return messages between 3 and 4 pm every day. If your matter is urgent, please contact so and so”. He is projecting to his clients and anybody else that he values and guards his time. The lesson is that, until you do, nobody else will.

For more insights like this, visit our homepage:

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2018-03-09 • 20 second read

A personal branding strategy, a compelling value proposition, and well- crafted messaging speaks to people at a deeper level and elevates you from the pack so you are never swimming in that lukewarm pool of sameness.

Excerpt from The Advisor Playbook:

Our friends at provide stunning images that symbolize and re-enforce your personal branding strategy. View Photographer Glen Durrell recent post here:

2018-03-08 • 4 min 52 second video

Want to use Multi-sensory Marketing in your process? Contact our Concierge Services and ask for a copy of the PFO Process: or 1.866.593.8020 ext. 1000

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2018-03-08 • 20 second read

Business growth is Darwinian, and I’m not talking about survival of the fittest. It’s who can adapt. The advisors who are adapting and capitalizing are taking a scalable growth model. They are saying “Why would I bring on 50 more clients when I can just bring on one advisor who has 50 to 100 clients?” They are going out and buying businesses, and there is a vein of gold there. They are also attracting advisors who are tired of the friction, so they are going to draft in behind the advisor’s process. These advisors turned their book into a business, driven by best practices, and they’re shifting from organic to scalable growth. It’s incredibly powerful.

Are you ready to adapt? Learn more about our Scalable Growth Process:

2018-03-06 • 3 min 4 second video

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2018-03-05 • 20 second read

When you and your clients are crystal clear about all the reasons why they want to achieve financial independence, they place far more value on how you plan to get them to there. This will competitor-proof your clients in a way that ensures that anyone trying to steal them will meet resistance and dead ends with every effort. It’s a win-win situation, because the more your now-competitor-proof client buys into your process and understands and appreciates it, the easier it will be for them to describe that process to someone else. You’re more referable.

Excerpt from The Advisor Playbook:

For our daily stream of actionable insights visit

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2018-03-02 • 20 second read

Building a real relationship, learning to listen and use that knowledge in your conversations with clients, differentiating yourself and ensuring clarity all keep you from falling victim to loyalty fatigue, and all of those factors are heavily influenced by your F.O.R.M. process.

Excerpt from The Advisor Playbook:

Don’t fall victim to loyalty fatigue… schedule a call with my team today:

2018-03-01 • 3 min 30 second video

Learn more about removing the mystery with our proven process:

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