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Author: Feathers

As financial advisors, we may sometimes be occupied with non-billable tasks instead of following the income. In line with our theme on Sweating Your Assets, this article addresses how to Follow the income but make it a “win-win” for you …

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The second instalment in our Sweating Your Assets series is called “Relate to your client. Be real.” It is important for us to make sure our assets are working for you. In our last article we covered you being your …

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In general, questions from clients follow very specific themes. These themes are usually fuelled by friends and family discussing the latest investment fad (Bitcoin has been strangely quiet recently) or the latest bug bear from media, who are trying to …

Prescribed Assets Read More »

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Our last information series covered how effective planning enables you to grow your business. In this article, we emphasize what you bring to the table. The Sweating Your Assets series is about maximizing return on assets. Before we dive in, …

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In this article, we will be discussing Creating a Death Book and why it is important. As financial advisors, we often plan for clients’ deaths, disabilities and dread disease, however we are not as diligent when it comes to planning …

Your Death Book Read More »

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During our recent articles, we have been covering various topics in the planning category. We have shared planning and scheduling tips and how financial advisors can get the basics right. We have also talked about creating a default diary by …

Goal Post will Move Read More »

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In this article, we are going to cover “Repetition” and why “Repetition is Gold”, especially in the financial industry. All serious financial advisors who have done well in this industry have used repetition to their advantage. Succeeding in the financial …

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In this article, we are addressing Time Management The definition of Time Management is the ability to use one’s time effectively or productively, especially at work. If you are like me, I am a great procrastinator! I love procrastinating, it …

Manage Your Time or It Will Manage You Read More »

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Our current theme in our Advising the Advisor Group is Planning. We have covered Project 100 or Project 250 and “Roboting” your client base by classifying them into Red, Orange, and Green. In this article, we will cover crafting, specifically …

Crafting My Target Market Read More »

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So, lockdown and Corona time is one of the few times when it is not great to be positive. However, in these strange times, a positive frame of mind is often the difference between “normality” and insanity. The strange and …

Future uncertain!! Read More »

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