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Preface | ||
Acknowledgments | ||
Introduction | ||
1 | The Survey | 1 |
2 | Mental Imperatives | 5 |
3 | Ten To-Dos | 11 |
4 | Ten Ideas for Maximum Leverage | 14 |
5 | A Month in the Life of a Mega Producer | 19 |
6 | Your Actual versus Stated Value | 23 |
7 | Benchmarking Yourself | 26 |
8 | Raising the Bar | 32 |
9 | Positioning Your Services | 36 |
10 | Benchmarking Communications | 40 |
11 | Making a Difference - The Right Attitude | 45 |
12 | The Psychology of High Net Worth Investors | 50 |
13 | Uncover Hidden Assets with Financial Profiling | 53 |
14 | Lifestyle Planning | 57 |
15 | Lifestyle, Mission, and Vision Questions | 60 |
16 | Your Ideal Lifestyle | 63 |
17 | Characteristics and Attributes of Success | 65 |
18 | The 1 Percent Shift | 68 |
19 | Assessing Your Practice and Management Skills | 71 |
20 | Partnering | 73 |
21 | Networking and Brain Trusts | 76 |
22 | The PROGRESS Model | 81 |
23 | Business Analysis | 85 |
24 | Demographic Study | 90 |
25 | Referrals I - The Basics | 94 |
26 | Referrals II - The Higher Levels | 98 |
27 | Dealing with Corporations | 102 |
28 | 14 Critical Questions | 110 |
29 | Branding - Not Just for Cattle Anymore | 114 |
30 | The Value of PR | 118 |
31 | Using the Web Effectively | 123 |
32 | Seminar Sizzle | 128 |
33 | Benchmarking Professional Knowledge | 132 |
34 | A Compelling Case for Advice | 137 |
35 | Managed Money | 142 |
36 | Foundations and Endowments | 145 |
37 | Technology, Technique, or Both | 149 |
38 | Prudent Investment Practices | 151 |
39 | Rate Your Knowledge | 156 |
40 | Macro Strategic Planning | 164 |
41 | Evaluate Skill, Not Style | 169 |
42 | Benchmarking Personal and Personnel Motivation | 176 |
43 | The Character of Success - Seven Keys to Great Leadership | 178 |
44 | TEAMing for Success | 183 |
45 | Building a Successful Team | 187 |
46 | Coaching and Counseling | 196 |
47 | Conducting Effective Job Interviews | 199 |
48 | How To/Want To/Chance To - A Performance Evaluation Model | 205 |
49 | Understanding Performance Issues | 208 |
50 | The Price of Change | 213 |
51 | Goal Setting | 217 |
App | The Original Survey | 223 |
Resources | 227 | |
About the Author and Contributing Authors | 229 | |
Index | 234 |
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