Horsesmouth  

How you speak about what you do for your clients is critical to attracting new clients.

You've got to thoroughly understand your selected target markets if you expect to find more good clients.

What you choose to achieve and how and when you choose to achieve it by, will completely shape your level of 2010 success.

In this session, you'll learn about the critical importance of a highly specific mission statement and how to craft an effective one or revise your existing mission statement.

In this opening session, you'll learn the key items to address and review as you start your 2010 business plan. You'll learn how to conduct a situation analysis and uncover your strengths, weaknesses, opportunities, and threats.

This week, ADVISOR Radio interviews Steve Moeller, of American Business Visions, about the benefits of strategic alliances with estate and trust attorneys. You’ll learn how working with these professionals can boost your access to high quality clients and increase your credibility, with the potential for bringing in between $10-25 million in new assets. Steve will share tips on initiating the relationships, and making them more mutually rewarding, while you provide better service for your clients. Plus, Nancy Lininger, founder of The Consortium, a compliance consulting firm, joins us to provide the latest on regulatory changes coming down the pike from Washington D.C. Nancy will also weigh in on how you can streamline your compliance paperwork burden and what compliance changes you need to know about now.