Skip to main content.
z - Cover Image: The Excellence Journey - The Practice - Writing a Biography

Writing A Biography

Your biography catalogs who you are, what you do, why you do it, and how you do it. Consider maintaining two versions—long and short.

Read More
z - Cover Image: The Excellence Journey - The Practice - Building Your Capabilities Menu

Building Your Capabilities Menu

Think about all the services your firm offers. Consider ways you can differentiate your practice, not only through your service offerings, but by how clients view you as a resource.

Read More
z - Cover Image: The Excellence Journey - The Practice - Your Ideal Client Profile

Your Ideal Client Profile

By investing time and resources into creating a specific, detailed, ideal client profile for yourself, you are creating a picture of who you are speaking to, what types of financial services they need, and what problems or challenges you can help them address.

Read More
z - Cover Image: The Excellence Journey - The Practice - Be Proactive with Succession Planning

Be Proactive with Succession Planning

While succession planning for your practice may not be top-of-mind, it’s important to start planning not when your departure is imminent, or an emergency occurs, but as you build your business.

Read More
z - Cover Image: The Excellence Journey - The Client - Anticipating Client Needs

Anticipating Client Needs

The best client service comes when a financial professional not only has the experience clients are looking for, but also the skills clients will be looking for to support their future needs.

Read More
z - Cover Image: The Excellence Journey - The Client - Your Client Onboarding Kit

Your Client Onboarding Kit

Make the onboarding process a seamless first experience for new clients by providing them with a kit that contains information about your services, how you will work together, and what they can expect in your first planning meeting.

Read More
z - Cover Image: The Excellence Journey - The Client - Asking for Referrals

Asking for Referrals

Develop a strategy to consistently generate referrals as part of your marketing plan. While you may have several activities that have worked in the past, keep in mind that asking for referrals from clients should be approached in a highly individualized way.

Read More
z - Cover Image: The Excellence Journey - The Prospect - The Newsletter Revisited

The Newsletter Revisited

Newsletters enable you to position yourself as an expert, share useful information on the latest developments or trends affecting investing, and keep your readers up to date with news about your firm and your community activities.

Read More
z - Cover Image: The Excellence Journey - The Prospect - Unlock the Power of LinkedIn

Unlock the Power of LinkedIn

Financial professionals who expand their marketing efforts to include digital strategies have the potential to increase awareness of their firms and their capabilities.

Read More