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Marketing Articles
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Expect, Inspect, Accept: Managing Expectations
Josh Patrick, President, The Josh Patrick Group
Over twenty years ago I heard for the first time the phrase expect, inspect, accept. I learned through this simple statement a very powerful method of setting standards, measuring those standards and then either being happy with the results or having to set new standards. . . . keep reading
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Don't Waste This Crisis
Teresa Easler, CEO, Connect To The Core Inc
Lee Iacocca once said "We are often presented with great opportunities disguised as insolvable problems." As advisors it has been excruciating to watch the economy fluctuate and collapse. As a friend, a family member, or a colleague it has been even more painful to watch the people that we care about lose their homes, their jobs, and their money. ... . . . keep reading
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Transformation
Succeeding in today's rapidly changing world requires a different way of thinking when serving wealthy clients. Sustainable wealth creation demands strategic thinking and carefully planned implementation. . . . keep reading
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The Purposeful Trust: Bringing Life and Meaning to Estate Planning
Scott Farnsworth, Esq., Sunbridge, Inc.
A wide majority of Americans have no valid will or trust. The word on the street is that the process is "cold" and "impersonal." Even when clients finally make to the estate planner's office, a shockingly large percentage of tax-sophisticated estate planning documents are prepared and paid for, but are never executed. "This just does not express what I want to communicate to those we leave behind," one client lamented as she refused to sign. . . . keep reading
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The Objective
Josh Patrick, President, The Patrick Group
A business has one job, which is to service the needs of the Customer. If the business does a good job of fulfilling its mission, it will be rewarded by gathering enough income and excess capital to pass on to the owners of that business. . . . keep reading
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Brand Impression Bell Curve
Jennifer Summer Tolman, Second Summer Inc.
In our last two articles, we discussed Brand LeakTM. Brand Leak occurs when some aspect of your unique value proposition -- your Unique StoryTM -- isn't getting through to the marketplace and it begins to hinder your opportunities. In this article, we delve deeper into identifying and fixing Brand Leaks. . . . keep reading
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What is Brand Leak?
Jennifer Summer Tolman, Second Summer Inc.
Many of us hung out our own shingle fueled by the fire of independence, a natural ability to innovate and a deep desire to serve: the raw materials of a firm that would evolve and morph many times over many decades. The very heart of what draws us to entrepreneurship in the first place can become our leading enemy. . . . keep reading
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Running the Numbers…..Why Cash flow is King
Scott Hamilton, Esq., InKnowVision, LLC
This economy has done more than taken the legs out of stock portfolios and real estate values. It has also caused a lot of problems with estate and wealth transfer plans.Over the past two months we have looked at a number of plans that have been implemented and found that the market has, at best, reduced the advantages of many of these plans and, at worst, created significant cash flow problems... . . . keep reading
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What's Your Story?
Scott Hamilton, Esq., InKnowVision, LLC
At InKnowVision, we are frequently involved as consultants in Family Limited Partnership and Family LLC estate tax audits. The IRS continues to attack on the basis that there is no business purpose for the entity, and those attacks are winning far too often. More often than not the whole non-tax business purpose issue... . . . keep reading
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TRUSTSHIP: Building Stormproof Relationships
Gary Shunk, Psychologist, Wealth Psychology
In fair weather, even a weak ship can sail well. During a storm, both ship and captain are tested. While our financial markets are buffeted by extreme winds, many families of wealth are experiencing high levels of anxiety as the integrity of their financial plans are tried by trouble. . . . keep reading
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Quoting Large Fees
Randy Fox, CFP, InKnowVision®, LLC
Last week I had the opportunity to meet with the client and his advising team for whom we had created a Family Wealth Goal Achiever for. The clients were a relatively young couple from humble backgrounds. She is currently a school teacher while he is in the medical field. They lived a very modest lifestyle relative to their wealth and income, yet they have managed to accumulate $40 Million of net worth and haven't quite come to grips with what having that amount of wealth even means... . . . keep reading
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The Not-So Hidden Agenda
Duncan MacPherson, Principal, Pareto Platform
I'm going to let you in on a little secret. Many of the most successful financial advisors I know have become lousy salespeople. Seriously, as a practice management consultant to top financial advisors, I can say with authority that some of the most effective people in this business are no longer trying to strengthen their selling skills -- they don't need to . . . keep reading
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The Moral Dimension of Philanthropy and Some Musings on Negativity and Isolation
John A. Warnick, Esq., Holmes Roberts & Owen, LLP
Fellow Pilgrims (to borrow a phrase from Jay Hughes' vocabulary) I want to share a few insights from the rearview mirror of my work week.The first was an opportunity to reflect on the attached speech on the Moral Dimension of Philanthropy in an Era of Scarcity which was delivered recently by Peter Karoff, who many of you may know through The Philanthropic Initiative.. . . . keep reading
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Coke vs. Pepsi Or Does Variable Universal Life Insurance Make Sense For Estate Planning Purposes?
Randy Fox, CFP, InKnowVision®, LLC
The battle for prominence between arch-rivals Coke and Pepsi has been fought for more than 100 years. After tens of thousands of taste tests, only one thing is clear: people are split fairly evenly in their opinions about which cola is best. It's not uncommon to hear, "Cola is cola -- it doesn't make any difference." Some people have the same opinion about life insurance. Is the type of policy you use simply a matter of taste? Can we say, "Life insurance is life insurance -- it doesn't really make a difference."? . . . keep reading
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