Be the Difference in Your Clients Lives

[Ivy League Wealth Secrets]

Make a difference in the lives of every client you meet. Give your clients and prospects the opportunity to maximize their wealth potential. Learn the Secrets of Wealth Building and share them with everyone you meet. Focus on a coordinated and integrated wealth management process.

Make sure that your prospects and clients see you as their Personal C.F.O. (Chief Financial Officer). Don't become a product peddler. Do you believe that your clients will stand a better chance of maximizing their full wealth potential by partnering with you? If so, share that message with everyone you meet and bring your message with passion.

I reccomend e-money as a great client tracking and reporting software tool. Good Luck.

 

[Full Throttle]

I erased my first comment. I did read your bio Keith, looks like you have some experience you could share. My only suggestion, we get a number of people on here giving very generic, recycled advice with an intent to sell their products/services. Anything specific you can share goes along ways to establishing credibility in this forum.

 

[Guest]

Keith,
good stuff! Keep in mind regardless of the value you seek to bring to the forum, it's still possible (and likely) you'll be attacked, discredited, called a snake oil salesman, etc. There are many small minds planted in the heads of small people on here and they don't encourage others that may have different opinions or offer new insight and they certainly don't believe in anyone else's success stories.

Keep up the good work!

Oh and I would change one thing. Try to make a difference in the lives of EVERYONE you meet.

Make a difference in the lives of every client you meet. Give your clients and prospects the opportunity to maximize their wealth potential. Learn the Secrets of Wealth Building and share them with everyone you meet. Focus on a coordinated and integrated wealth management process.

Make sure that your prospects and clients see you as their Personal C.F.O. (Chief Financial Officer). Don't become a product peddler. Do you believe that your clients will stand a better chance of maximizing their full wealth potential by partnering with you? If so, share that message with everyone you meet and bring your message with passion.

I reccomend e-money as a great client tracking and reporting software tool. Good Luck.

 

[HealthGuy]

Rob: I love ya man, but this guy is simply a spammer. Call me a small mind if you will, but this type of posting in the forum is ridiculous. Nobody cares who this guy is and what he knows. Post something of value if you like and step humbly out of the way (like you do) - but this naval peering pimping is overboard. There is a difference.

 

[Guest]

But what if a "spammer" can still bring value? Take what you can and leave the hype behind, all good.

And thanks dude, appreciated.

Rob: I love ya man, but this guy is simply a spammer. Call me a small mind if you will, but this type of posting in the forum is ridiculous. Nobody cares who this guy is and what he knows. Post something of value if you like and step humbly out of the way (like you do) - but this naval peering pimping is overboard. There is a difference.

 

[CHUMPS FROM OXFORD]

But...what if a spammer brings 1% value to the table and 99% spam as opposed to 50/50.

I don't know where this guy falls on that scale, but I do know that Penn's basketball team is not near as good as they used to be.

 

[NewbieNewbie]

So I know I am new here, but let me get this straight. If we have a positive inpact on our client's lives/bottom lines that will help us retain clients?

Holy Freakin' Crap' And to think I missed that. Seriously? Thanks Captain Obvious!!!

 

[DS4]

DS4-----> rich "Product Peddler" and proud of it!
Ivy League just wants you to cough up $19.95 for his book.

 

[NMFNMDRT]

Don't you have to pay for that kind of advertisement?

 

[Ivy League Wealth Secrets]

I erased my first comment. I did read your bio Keith, looks like you have some experience you could share. My only suggestion, we get a number of people on here giving very generic, recycled advice with an intent to sell their products/services. Anything specific you can share goes along ways to establishing credibility in this forum.

Thanks. I will do my best to add vale with my posts.
- - - - - - - - - - - - - - - - - -

Keith,
good stuff! Keep in mind regardless of the value you seek to bring to the forum, it's still possible (and likely) you'll be attacked, discredited, called a snake oil salesman, etc. There are many small minds planted in the heads of small people on here and they don't encourage others that may have different opinions or offer new insight and they certainly don't believe in anyone else's success stories.

Keep up the good work!

Oh and I would change one thing. Try to make a difference in the lives of EVERYONE you meet.

agreed and thanks for the advice.
- - - - - - - - - - - - - - - - - -

DS4-----> rich "Product Peddler" and proud of it!
Ivy League just wants you to cough up $19.95 for his book.

I hope all is well with the group. I think we may have gotten off to the wrong foot. I don't intend to place a million advertisements on the forums. I'm simply a experienced agent and partner with one of the largest firms in the nation and was very excited about the book I wrote.

I apologize if it came off as a long winded advertisement. I simply wanted to communicate my excitement and outline of the type of practice that I run. If it has offended anyone I apologize. I hope you will give me a second chance and consider allowing me to add value to the forums where necessary.

My name is Keith, I'm a 15 year veteran of the financial services industry. I manage a personal practice as well as a wealth management team. I made my money as a financial services indusrty professional...not as an author. I currently work with over 50 pro athletes and manage over $100 million in my personal practice.

Our firm is one of the largest on the east coast with over 400 reps (60+ million GDC in 2009) and we are always looking for ideas, guest speakers, and marketing strategies. As a management team, we have developed over 30 in-house top of the table reps (including 7 who did over 1 million GDC this year). We utilize a team based selling platform.

My book is not a get rich quick scheme. It is a practice management book. I am not hocking a selling system, or a lead generation programs, empty promise annuity / college funding plans, or tiny classified ads. Just the ideas that made our firm successful. Sorry if I came on so strong. I am passionate about our industry and I want everyone to reach their full potential. I hope to learn from each of you through this forum.

PS: Not all Ivy League guys are rich and privledged jerks. I grew up blue collar. Worked on garbage trucks and jumped out of airplanes w the 82nd airborne division as an infantry officer to pay for college. I don't follow basketball but did play linebacker on 2 ivy league championship teams.