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Six Things Financial Advisors Should Do To Make 2010 Their Best Year!

The year 2010 should prove to be one of the most exciting years in the financial services industry. After 2008, which was devastating, and 2009, which was very confusing, surveys are showing that between 80-90% of higher net worth clients (those who have at least $500,000 or more with an advisor) are not happy with their primary advisor. This offers perhaps the greatest opportunity we have ever seen for you to acquire these clients. We have found that those advisors who run a more systematized, disciplined and high-level practice will have tremendous success in 2010.


...Not just what to do,
but how to do it!

New Articles!

Why You Need A Copy of
Each of Your Client's Tax Returns

It is essential, not optional, to receive a copy of each of your client's income tax returns each and every year. Let us discuss the main reasons for this and then we will discuss how to accomplish this task.



The Six Things You Need
to Discuss with Your Prospects

Here are some of the things that successful advisors
should discuss regularly with prospects.


Tom's Quarterly Client Newsletter

As a Member of this site you should be using
this newsletter with your best clients!

This is Tom's Quarterly Client Newsletter that he sends to his clients, and you should do the same.
Those advisors that use this letter are receiving great feedback from their clients.

 

Latest Newsletter Update: July 16, 2010
Next Update: The Week of October 18, 2010

Ask the Financial Doctor by Tom Gau, CPA, CFP NEW!

With all of the hype surrounding Roth IRAs, are you making a Roth IRA campaign the centerpiece of your 2010 platform?

Getting in Shape by Ken Unger NEW!

Surveys are saying that a high percentage of investors that have over $500,000 with their primary advisor are not happy with the relationship. So is this a problem or an opportunity?

Million Dollar Producer's
Speaking Schedule and Press Articles

Click here to view our 2010 Speaking Schedule

Click here to view press articles about Million Dollar Producer
Congratulations to Tom Gau for once again being ranked
Oregon's #1 Top Financial Advisor in
Barron's "America's Top Advisor Rankings"!

As seen in Barron's February 22, 2010 issue:

2010 Top Advisor Rankings: Oregon

Ranked #1: Tom Gau, Retirement Planning Specialists. Tom Gau has a thing for taxes. A certified public accountant by training, he says the tax implications of investments are ignored all too often by advisors. He eagle-eyes his clients' tax returns, and holds their hands at IRS audits. Tax-law changes - Gaucelebrates them as another opportunity for client contact. Gau ,52, largely serves retirees, and their portfolios have a conservative 50/50 stock/bond mix. To minimize inflation risk, Gau advocates bond durations of two years or less. With negative interest rates on cash, Gau suggests deploying some of those assets into dividend-paying blue chips. Gau donates 20% of his net to charity, and, in his spare time, volunteers on humanitarian trips. On a recent visit to the Philippines, he passed out 260 tons of rice. Whether he's handing out food, throwing surprise client birthday parties or reviewing 1040s, he knows that it's the little touches [that] make a big difference. He tells clients, "I want to be the last financial advisor you have." - DEBBIE LEAMAN