What To Do?

or Register to post new content in the forum



  • Allowed HTML tags: <em> <strong> <blockquote> <br> <p>

Plain text

  • No HTML tags allowed.
  • Web page addresses and e-mail addresses turn into links automatically.
  • Lines and paragraphs break automatically.
Mar 4, 2009 9:44 pm

I read many of these threads and I have to say it is apparent that the advisor role is not for everyone.  “Pick up your skirt and grab your balls” (for those in which it pertains)it’s not the time to cry about variables you have no control over.  No one can drive in the rear view mirror.  The question you should ask yourself is what can I control tomorrow?  For many on the board it may be just contacting your clients and quit hiding under your desk… even during a difficult call your client may not like what you have to report to them but atleast they will respect the fact you shared the news with them.  So much lipservice is paid to “SERVICE”, clients don’t move because of performance.  They move because they think you don’t care about what happens to them, they are ignored and avoided like a sickness.   Desperation is very unattractive, no one wants to sit across from you and see hopelessness all over your face, and in your tone of voice, or lack of conviction, and shear fear.  I’ll be here, will you??

Mar 14, 2009 1:34 pm


Mar 14, 2009 1:49 pm

Well said.
I am spending most of my time marketing myself to my book. Right now its all about tightening up relationships, keeping the book intact, and making sure you are "attached to their hips"
I’m doing a dinner this week for 5 clients, have some bringing friends, and am positioning it as a show of appreciation. I plan on doing these every month.
This year is going to be what it is. In my mind, what i am doing this year, is working towards getting back on track and having a solid 2010
Examine every clients allocation, get them all in for a review of their financial plan, be proactive and communicate communicate communicate