ACTIONABLE ADVICE FOR FINANCIAL ADVISORS: Newsletters and Commentaries Focused on Investment Strategy

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2011-06-28 Six Crucial Tips for Presenting with Confidence by Beverly D. Flaxington (Article)

Thinking through a presentation is every bit as important giving it. It is imperative that you communicate who you are and sell others on your objectives or ideas. Whether motivating an employee in a one-to-one conversation or presenting to a $25-million prospect, here are six keys to confident and clear presentations.

2010-11-16 Take Disciplined Action by Beverly D. Flaxington (Article)

Advisors struggle creating and executing a plan that supports their objectives. They don't lack great ideas, creative thinking or unfulfilled desires, but the actual steps to take - the work to be done and the assignment of who will do it - are often a big void.

2010-11-09 Finding Your Alternatives by Beverly D. Flaxington (Article)

In everyday life, you know that the first idea you think of to meet a need, or address a problem, may not always the best one. But when it comes to running a firm, far too many advisors never go through a proper brainstorming process to determine which option may be the best one for their firm.

2010-11-02 Identify the Human Factor by Beverly D. Flaxington (Article)

One of the most overlooked steps in goal-setting and goal-achievement is the human element in the planning process. Once you have clearly defined your desired outcome, and once you have identified and categorized the obstacles you have faced or expect to face, you must turn your attention to the people involved. This is the third of five articles in the S.H.I.F.T. series

2010-10-26 Identifying - and Overcoming - Obstacles Second in a Series of Five Articles by Beverly D. Flaxington (Article)

Obstacles that haven't been identified and aren't removed will rise again and again for most people and firms, and will prevent you from achieving your goals. Here is a framework to identify and categorize the obstacles you face.

2010-10-19 S.H.I.F.T.ing to a Successful Practice by Beverly D. Flaxington (Article)

It's not easy for advisors to do many things well at once. Consultant Beverly Flaxington has had success juggling competing challenges, and a client recently asked her to formalize how she manages multiple priorities and what works effectively for her clients. In response, she created the S.H.I.F.T. Model for Success.

2009-10-13 Five Secrets to Effective Communication by Beverly D. Flaxington (Article)

Advisors may think they are excellent communicators, but in Beverly Flaxington's experience many have a lot to learn. Whether they are developing new business, engaging with centers of influence, introducing themselves to new prospects, or simply building existing relationships, five key techniques can improve their communication skills.


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