Sunday, August 30, 2009

Going Independent? Great Webcast!

5 Industry Experts share their views and insights:

1. Marie Swift, President and CEO, Impact Communications
2. Gregg Johnson, Senior VP, Branch Office Development, Securities America
3. Clyde Wyatt, Managing Director, Navigation Financial
4. Arthur Cooper, Co-Founder, Cooper McManus
5. Don Patrick, Managing Partner, Integrated Financial Group

In this 50 minute webcast, the panelists share over 100 years of experience in the independent financial advisory world - including practical considerations about setting up your office, selecting a broker/dealer, building a team and much more!

Monday, August 24, 2009

Smart Advisors Embrace Collaborative Services Platform

Listen to this 5 minute podcast from:

#1 Top Advisor Brett S. Ellen, CFP

speaking on the Collaborative Services Platform

To request your invitation to the September Training Class in Santa Monica:

American Financial Network Hires Impact Communications to Promote Business Services -

American Financial Network Hires Impact Communications to Promote Business Services -

Posted using ShareThis

Wednesday, August 19, 2009

Friendly Persuasion ...

Smart business people are getting the hang of "the basics" now - blogs, Twitter, Facebook, LinkedIn, webinars, podcasts, digital multimedia recordings, wikis, intranets, You Tube, Flickr ...

Are you keeping pace?

A little friendly persuasion:

Tuesday, August 11, 2009

Axis of Influence:One book you must read this year!

Two of my favorite authors are also people you probably know - Michael Lovas and his wife Pam Holloway. They are true thought leaders, and their new book is insightful - Axis of Influence: How Credibility and Likeability Intersect to Drive Success.

Michael and Pam are smart and extremely good at the psychology of making advisors more likeable and more credible. In their book, they teach you how to systematically improve both credibility and likeability.

In an era when so many books are filled with opinion and conjecture, Michael and Pam give you the psychology, the processes and the skills. And, thy they give you the research to substantiate their advice.

I believe Michael and Pam have written an essential book for every advisor who wants to achieve greater success, in personal life and professional life.

In addition, they are giving away $2,300 in Bonuses. You can get the details at: And, be sure to tell them I said Hello!

Buy this book! Your business needs it!

Thursday, August 6, 2009

Risk Tolerance, Psychometrics and You

Geoff Davey, founder of FinaMetrica (, talks with me about the differences between risk tolerance, risk assessment and risk capacity. He talks about "psychometrics" and how to get a true measure for the clients' risk tolerance.

Davey's firm is also doing some interesting research. They are surveying investors to find out if their risk tolerance has changed due to the economic downturn and market turbulence. The people they are contacting had worked with an advisor who in the past had used the Finametrica Risk Profiling system. They are asking them to use the same Finametrica Risk Profiling system again to see if their risk tolerance has indeed changed. Stay tuned to this blog and I will post a summary of their research findings as soon as they become available.

For now, do listen to this very interesting and insightful interview:

Impact Communications’ Marie Swift interviews FinaMetrica cofounder, Geoff Davey, about the FinaMetrica system, psychometric testing, the four aspects of risk, marketing opportunities and current research (23 mins.)

MP3 File