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Are You Sharing or Selling?
Social networks are a great place to share content, to interact with others, to listen in on what’s happening, and yes, if approached carefully, social networks can also be a way to get the word out about you and your business. However, as I review individuals’ business-related social streams, I find way too much selling going on. Too many companies
Advisors: Create a Meaningful Plan for Your Own Retirement
Last month we talked about the challenge that many advisors are facing as they look at their own retirements. Think about this: much of your career has focused on helping clients accumulate for the future and then plan for retirement. Now as you approach that time when your retirement is at hand, there are some issues to think about that
The Financial Tools and Teammates You Can’t Afford to Live Without
If, after reading part one and part two in this series, you’re starting to see the value in better understanding your financial performance, then we’re in a good place to move forward. If you’re thinking, “Sure, that all sounds good, but there’s no way I have time to put this much energy into tracking and thinking about my money—nor the ability to pay someone
The 2 Keys To Persuasion
We’re continuing our exploration of metaprograms, the filters through which we communicate and influence others. In earlier posts in this series, we looked at how to determine: if someone is moving toward or away from things whether they have an internal or external frame of reference how a person sorts themselves in relation to other people if they are a
5 Things for Financial Advisors to Talk About at Year End
It may be the most wonderful time of the year, but for financial advisors, it is also one of the busiest times of the year. While you are in the process of meeting with your clients to review important changes to their family, health, goals, or anything else that may impact their long-term plan, here is a reminder of a
Stop Overpaying Your Small Business Taxes
The money you make in your business is hard-earned. It’s the reward for all of the sales calls, difficult client deadlines, and customer support challenges. So it’s hard to give it up to anyone—least of all the government. Yet, taxes are a part of doing business in almost every country on earth. And we want you to focus on one
How Can I Establish Joyful Habits?
There are so many things you want to get done, but there are only 24 hours in a day. Despite this limitation, some people are able to accomplish a lot in their daily routine, while others get burnt out by the stress of completing everything they think they should be accomplishing. Most likely there are activities or goals you’d like
Did You Read Loring Ward’s Top Ten Blogs in 2017?
Standard & Poor’s Index vs. Active report (SPIVA), the DOL Fiduciary Rule, how to be more persuasive, and presidential elections were among the most popular topics in Loring Ward’s blog during 2017. Here are links to our 10 most-read blogs: So You’re Tell Me There’s a Chance: A look at the latest SPIVA report, the industry scorecard for how well
It’s Time to Stop Putting Off Organizing Your Business
I met with my client, Paul, earlier this week. Because of the Thanksgiving holiday, it had been three weeks since our last meeting. I was looking forward to reviewing with him his list of Key Strategic Indicators that he’d committed to delivering – the critical, quantifiable reference points he’ll use to track the health of his business and his progress
Authenticity: A Business Advantage?
When you travel to another country for business, you’ve probably done some research about the cultural norms. You know the answers to what’s expected when you meet someone new, if there are specific gifting customs, or even how quickly you’ll get to talking about the issue at hand. But even in our rapidly globalizing world, there’s still plenty of regional
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