Comments on: Business Is Picking Up http://www.roadtoindependenceblog.com/2010/01/18/business-is-picking-up/ Wed, 28 Jul 2010 15:37:53 +0000 http://wordpress.org/?v=2.9.2 hourly 1 By: Richard Emmons http://www.roadtoindependenceblog.com/2010/01/18/business-is-picking-up/comment-page-1/#comment-10336 Richard Emmons Sat, 23 Jan 2010 01:36:46 +0000 http://roadtoindependenceblog.com/2010/01/18/business-is-picking-up/#comment-10336 Mike, your post underscores the importance of really focusing on your clients. Unlike so many advisors who constantly chase down new clients and forget about their existing clients. And miss out on referrals from these clients. A tip for you to consider: Give your clients a referral tool. You could combine various Forbes and Independent Advisor columns into a printed booklet. On the back of your business card, tout your position as a columnist for both magazines. And provide a call to action: "Call my office and request a free copy of my report, ...." When they call you'll collect their names and addresses and can send the report. Some may want to read it before setting up a 1st appointment. My best, Richard Mike, your post underscores the importance of really focusing on your clients. Unlike so many advisors who constantly chase down new clients and forget about their existing clients. And miss out on referrals from these clients.

A tip for you to consider: Give your clients a referral tool.

You could combine various Forbes and Independent Advisor columns into a printed booklet. On the back of your business card, tout your position as a columnist for both magazines. And provide a call to action: “Call my office and request a free copy of my report, ….”

When they call you’ll collect their names and addresses and can send the report. Some may want to read it before setting up a 1st appointment.

My best,
Richard

]]> By: Mike Patton http://www.roadtoindependenceblog.com/2010/01/18/business-is-picking-up/comment-page-1/#comment-10258 Mike Patton Wed, 20 Jan 2010 19:16:15 +0000 http://roadtoindependenceblog.com/2010/01/18/business-is-picking-up/#comment-10258 Thanks Ian! I wish you the best! Thanks Ian! I wish you the best!

]]> By: Ian Gray http://www.roadtoindependenceblog.com/2010/01/18/business-is-picking-up/comment-page-1/#comment-10219 Ian Gray Tue, 19 Jan 2010 18:15:40 +0000 http://roadtoindependenceblog.com/2010/01/18/business-is-picking-up/#comment-10219 Hi Mike, I have wanted to say thank you for sharing all of your experiences for quite some time. I have quietly followed your blog since late 2008 and have kept up ever since. I have followed your blog so closely for many reasons, chief among them is our similar your views are with mine. As your blog very clearly illustrates, there are many ups and downs to business ownership, whether it is technology issues, finding other businesses to work with or having all of the appropriate licenses and compliance in line - we share these ups and downs, too. I am 25 years old, working towards my CFP certificate and started an RIA firm, Alinea Investments, LLC, last April (I have been in the financial business since 16). Since then, my partner and I have been through many ups and downs (imagine all of the decisions you have made in the past 3 years having two inputs). Your blog has been a source of inspiration and admiration. I wish you continued success and always look forward to reading your next post. Best, Ian Gray Hi Mike,

I have wanted to say thank you for sharing all of your experiences for quite some time. I have quietly followed your blog since late 2008 and have kept up ever since. I have followed your blog so closely for many reasons, chief among them is our similar your views are with mine. As your blog very clearly illustrates, there are many ups and downs to business ownership, whether it is technology issues, finding other businesses to work with or having all of the appropriate licenses and compliance in line – we share these ups and downs, too.

I am 25 years old, working towards my CFP certificate and started an RIA firm, Alinea Investments, LLC, last April (I have been in the financial business since 16). Since then, my partner and I have been through many ups and downs (imagine all of the decisions you have made in the past 3 years having two inputs). Your blog has been a source of inspiration and admiration. I wish you continued success and always look forward to reading your next post.

Best,
Ian Gray

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