Members Only Section

Tom's Quarterly Newsletter

Members

• Ask The Financial Doctor
• Getting In Shape

Practice Management

• Top 9 Things You Want To Do Before the Fourth Quarter Ends
• Are You Really a Financial Planner?
• The Eight Secrets of Million Dollar Producers
• Business Plan Basics
• Do You Have A "Stop-Doing" List?
• Set Long-Term Goals with Short-Term Measures
• 5 Essential Strategies of Time Management
• How to Make the Most Effective Use of Your Time
• Five Steps to Keeping Yourself Efficient and Focused
• Seven Things That Can Maximize Your Efficiency as a Financial Advisor
• Efficient Client Scheduling: The Four Steps to Success
• Six Things Your Assistant Can Do to Make Your Life Easier
• How to Properly Utilize a Junior Representative
• How to Best Communicate Your Value to Clients and Prospects
• Independent Contractor Agreement
• Three Ways to Protect Yourself Against Your Competition
• The Top 10 Reasons Clients Leave an Advisor
• How to Attract Clients and Add Value
• How to Make Your Practice More Valuable
• How to Add Value and Justify Your Fees
• How to Justify Your Fees in a Volatile Market
• How to Stop Procrastinating
• How To Maximize Client Loyalty
• The Seven Steps to Success in Today's Volatile Market
• The Four Steps to Growing Your Practice in a Volatile Market
• How to Convert From a Commission-Based Practice Over to a Fee-Based Practice
• How to Increase Your Minimum Account Size
• Why You Need a Copy of Each Client's Income Tax Returns
• The Five Keys to Establishing a Lifetime Relationship with Your Best Clients
• The Six Biggest Mistakes People Make When They Retire
• The Top 10 Mistakes Financial Advisors Make
• Are You Getting Paid What You Are Worth?
• Finding Current and Future Clients
• Appointment Setting Tips For Your Staff
• Three Things To Do To Protect Your Business In A Volatile Market

Marketing

• 10 Good Prospecting Rules to Live By
• Powerful Ways to Increase Your Assets Under Management
• Things Financial Advisors Can do to Start the Year Off Right
• 6 Key Closing Techniques
• 6 Ways to Boost Your Seminar Success
• 6 Ways to Differentiate Yourself From Your Competition
• Are All of Your Prospects Becoming Clients?
• Defining and Focusing Your Market Niche
• Do You Want More Referrals? Try This Letter, It Works!
• How to Attract & Retain Affluent Clients in a Difficult Market Environment
• How to Be a Guest Expert on Radio & Television by Donald Moine, Ph.D.
• How to Become a Marketing Expert
• How to Cement your Client Relationships
• How to Jumpstart Your Business in Today's Difficult Market Environment
• How to Overcome Common Client Objections
• How to Use Inexpensive Client Appreciation Events for Clients & Prospects
• Key Things to do For Insuring Success at Your Seminars
• Maximizing your Seminar Opportunities
• Most People Don't Understand Money
• Networking with CPA's and Attorneys
• Overcome the Objection Before it is Asked
• Practical Tips for Marketing to Corporations
• Referrals
• Seminar Presentation Techniques
• Seminars
• Successful Marketing
• The 70 1/2 Quiz
• The 4 Steps to Defining Focusing Your Market Niche
• The 6 Things You Need to Discuss with Your Prospects
• The 8 Most Important Things to Do for a Successful Seminar
• The 6 Best Ways to Work with Widows
• The Most Common Mistakes Financial Advisors Make When Working with Seniors
• The Top 6 Ways for Financial Advisors to Work with CPAs
• Why Seniors Would Want to Use You as Their Financial Advisor
• Why Use Us as Your Financial Advisor?

Client Meetings

• Initial Client Interview
• Financial Check-up
• Closing Meeting
• How to Book Back-to-Back Appointments
• 6 Questions to Ask Yourself About Your Initial Client Interview
• The Top 3 Things to Cover at Your Year-End Planning Review Meeting
• 5 Keys to an Initial Client Interview
• The Key to Gathering Assets Under Management: Learn How to Give a Financial Check-Up
• Quarterly Reviews: Setting Up Your System for Client Retention and Referrals

Client Services

• Gold Medal Service
• Building Trust Through Client Appreciation Events
• 10 Proven Ways for Advisors to Add Value
• How to Hold on to Your Best Clients in a Volatile Market Environment
• Annual Client Survey (Client Report Card)
• The Top 3 Things To Cover at Your Year-End Planning Review Meeting

Motivation

• How to Keep Yourself, Your Clients, and Your Production Up When the Market is Down
• Motivation for Achieving Greater Success
• Five Star Tips
• How to Jumpstart Your Business in Today's Difficult Market Environment
• Stuck in Traffic ( How to Explain the Current Stock Market Environment )
• Why You Need a Coach
• Being Prudent vs. Being Paranoid
• Seven Ways to Keep Your Production Up When the Market is Down

Financial Planning Topics

• The Top 10 Mistakes People Make When They Inherit an IRA - and How to Avoid Them!
• Is the Beneficiary of Your IRA the IRS?
• What You Ought to Know Before You Receive Your Retirement Distribution
• How to Utilize the New Tax Laws to Increase Your Business
• Six Things Every Advisor Needs to Know About Estate Planning
• Why Your Clients Need to do Estate Planning
• Qualified Tuition Programs
• 457 Plans: How to Best Take Advantage of the New Rules
• The Top 10 Mistakes Financial Advisors Make When Establishing Inherited IRA's
• What a Financial Advisor Can do Regarding Estate Planning
• The Top 5 Mistakes That People Make When They Inherit an IRA
• The Various Ways to Take Money From Your IRA Tax-Free
• The Five Keys to Establishing a Stretch IRA
• Various Ways to Reduce the Taxation on Social Security Benefits
• Why Leaving Your Money in Your 401(k) Plan After You Retire is Usually a Terrible Mistake!
• How to Differentiate Yourself Through Utilizing 529 Plans
• How and Why You Should Harvest Losses for Clients Before Year-End
• Top Five Mistakes Financial Advisors Make With Regard to Asset Protection
• The Three Phases of Retirement
• Special Issue: Year-End Tax Planning
• The Nine Major Estate Planning Mistakes
• Stretch IRA's and Their Usage
• Going the Extra Mile-Helping Your Clients Deal with Identity Theft
• Pension Protection Act of 2006
• Become A Tax Reduction Specialist

Wholesalers

• 4 Reasons Why Some Wholesalers are Superstars
• 4 Simple Steps for Working with Financial Advisors