Articles by: Dave Alison

Economic Injury Disaster Loan vs. Paycheck Protection Program Loan

There is an incredible amount of uncertainty surrounding the Federal disaster relief efforts available to small businesses today. The Government was forced to move quickly and attempt to provide capital, and the side-effect is disorganization and misinformation amongst business owners. The most frequent question we have received from our advisors is “which loan is right [...]

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Host Effective Virtual Meetings : Q & A

Considering the current climate of not physically meeting clients due to the Coronavirus, how can we adapt the situation? How can we meet with new prospects, new clients, get new business in the door, and continue to deliver a good experience to our existing clients without meeting with them face-to-face? Q: Do many clients and [...]

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3 Tips to Help Financial Advisors Convert More Clients

Are you on target to meet your new business goal?  Are you getting prospects in the door, but having trouble converting?  Curious what other advisors are doing to increase their conversion rates?  Here are three tips that can help you close more business. You have held several meetings with your prospect or client, gathering their [...]

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The Attorney Advisor Alliance And How To Grow Your Firm

Enhance Your Attorney Advisor Alliance To Double Your Marketing The industry is shifting, and today’s consumer is looking for their professionals to communicate, collaborate, and coordinate all aspects of their financial and estate plans. The silo approach of visiting a financial services professional, an attorney, an insurance agent, and a tax professional is becoming an [...]

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The Cash Flow Analysis And Its Two Separate Levels

Let’s just put it out there – almost no one, including advisors, enjoys going through the process of putting together a full budget. Budgets can end up being inaccurate as well as time-consuming, and they often provide little actual value to the consumer. However, you still need to know your client’s cash flow as you [...]

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Designing Your Client’s Bucket Plan®

Designing a financial plan can be as much an art as it is a science. There are so many variables, assumptions, and unknowns that attempting to model out your recommendations can easily overwhelm a client or prospective client. Historically, the financial services industry (particularly financial planning software companies) have created an illusion that the thicker [...]

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An Asset Allocation Strategy Clients Will Understand

The concept of bucketing assets began with a Harry Markowitz paper in the Journal of Finance in 1952. The essence of his paper outlined how investors could efficiently allocate assets for the highest return with a given level of risk. This work would later earn Markowitz a Nobel Memorial Prize in Economic Sciences and redefine [...]

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Multiply Results With The 3 Cs of Delegation

Are you frequently overwhelmed by everything that needs to get done at the office and wish that you could delegate some tasks to lighten the load? Unfortunately, most of us get caught up in the hectic pace of day-to-day life and don’t delegate effectively. When this happens, the opportunity is missed, to not only to [...]

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Will Your Business Thrive or Just Survive If You Take Off Time?

As a financial advisor, you have spent years building your client base and increasing your firm’s revenue. Business is humming along on a steady upward trajectory, and you have never felt more confident about your opportunities for growth. Now imagine that you suddenly need to take an unplanned (or planned) extended leave of absence from [...]

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Ask These Questions To Increase Closing Ratio by 72.3%

What separates top performing advisors from the rest? In a crowded marketplace, advisors tend to sound like each other. I have attended countless trainings across the country and heard dozens of “coaches” talking about the importance of having an “elevator pitch.” While it may be important, you are actually bragging about yourself and the features [...]

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