To all our highly valued clients and acquaintances:
From our August 2007 Issue, we wrote (and I think it bears repeating):
Before the end of this year, what one goal must you achieve with excellence –
or nothing else you achieve will really matter?
What is most important to you right now, personally? professionally? What is your most compelling “yes”, that you really want to make sure you get done, no matter what? What other objectives may need to be moved to a written “not-to-do” list until further notice? Now’s the time to insure that a smattering of “good” doesn’t stop you from the “Great”.
As you envision how you want to complete your year and wake up on New Years, 2008, we encourage you to stand your ground to see it through and push it over the proverbial top. We also think it makes for happier, year-end holidays.
Sooooo, for the balance of 2007, what is “Your Most Important Goal”?
“Who do you have to be and what do you have to do to finish your year well?”
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A couple of book recommendations for you to consider?
I found this first book helpful, as we all seek to provide comprehensive client service.
AFFLUENT FOR LIFE: 13 WEALTH MANAGEMENT ISSUES TO PROTECT YOU AND YOUR FAMILY
by Ted Ridlehuber, President and CEO, Cannon Financial Institute.
From one of America's most respected authorities on wealth management, a refreshingly straightforward book that explains the 13 issues essential for expanding and protecting your net worth. For more than 35 years, Ted Ridlehuber has helped thousands of affluent individuals and their families diversify investment portfolios, safeguard wealth and pass hard-earned assets tax-efficiently to future generations.
available at: http://www.cannonfinancial.com/distance/books/affluentforlife/index.cfm
I have also been re-studying this well-written marketing guide – I think it worthy of your time.
Effort-Less Marketing for Financial Advisors
by Steve Moeller (Author)
Editorial Reviews - Book Description
Use a 5-Step Process to Transform Your Business--and Your Life! If you've ever yearned for a business that would energize rather than drain you, if you've ever known and admired someone who made financial services look easy and fun, then you're ready to learn a new way to market. A way that doesn't require so much of your time and energy. A way that requires less effort. Effort-Less Marketing is based on author Steve Moeller's extensive research and refinement of the best strategies to build a financial advisory practice, as well as key marketing principles that work just as well for financial advisors as they do for such customer-savvy giants as Saturn and Nike. You'll toss aside conventional, exhausting sales techniques for a newer, easier way. With these 5 steps, you'll take the guesswork out of reaching the wealthiest and most enjoyable clients, make referral-gathering a no-brainer, and completely revitalize your business.
Available at: http://www.amazon.com/Effort-Less-Marketing-Financial-Advisors-Moeller/dp/0967205905/ref=pd_bbs_sr_1/104-5835605-1948709?ie=UTF8&s=books&qid=1190826018&sr=8-1
We appreciate the opportunity to be a part of who you are and what you are working on.
Always looking to serve you with productive and revenue generating ideas.
Enthusiastically yours,
Coach Don
