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You Lost Me At “Hello”

I was calling an accountant client of mine—we’ll call him Bill Peterson.  The phone rang seven times, so by then, I was expecting his voice mail.  Instead, I was greeted by an unhappy, bored, stressed-sounding female voice. “Mr. Peterson’s Office,” the voice grumbled crankily. “May I speak with him?” I asked politely. “He’s busy right now,”…

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Don’t Ignore Referability

Last November, my mother received a well-written letter from a law firm offering to represent her in a tax appeal, which might bring about a refund of some of her real estate taxes.  A simple “Attorney Representation Agreement” and a return envelope were enclosed. My mother, who understandably defers to me on legal matters, asked

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16 Disciplines

I suppose it would have been more fun if I called them 16 “hot tubs” for advisors, or less intimidating if I called them “practices,” but after 17 years of working with and observing how the most successful advisors, it's clear that there are branches of knowledge involved. 

 

Practice these simple 16 disciplines daily and watch how quickly and easily your practice grows.

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