Business Planning

7 Simple Truths

Posted on Mar 16, 2011 in Accountability, Advisor Branding, Business Planning, Inspiration, Practice Mgmt, Referral Marketing, TactiBlog | 0 comments

Have you ever wondered why you haven’t been more successful? Why it always feels like you haven’t quite nailed the perfect formula to grow a more sustainable, more profitable and more rewarding business? And are you tired of feeling like you’ll have to work harder to make more, when in fact you’re mostly looking forward to working less and making more? We’ve been helping independent...

Read More

#1 Benefit of Branding

Posted on Jan 31, 2011 in Advisor Branding, Business Planning | 0 comments

It’s not what you might think! When financial professionals, financial advisors, and financial planners think about improving or developing their brand, they normally think of how it can increase revenue or their image in the community. With 11 plus years helping these professionals I can tell you the single biggest benefit of branding is neither. Surprised? Most advisors we work with find...

Read More

The Money Tree

Posted on Jul 13, 2010 in Business Planning, Inspiration, Practice Mgmt, Referral Marketing | 0 comments

Time Doesn't Grow on a Tree

Just a few words to get you thinking. “unlike money, time doesn’t grow on trees” I invite you to comment on what this means to you in your pursuit for more success and more happiness in your business. I also invite you to reflect on how much you truly value your time – especially the time it takes you to get to where you want to go in this business. Unlike Money, Time...

Read More

What it Takes to Stand Out

Posted on Jul 6, 2010 in Accountability, Business Planning, Inspiration | 0 comments

Being part of TactiBrand has provided me the privilege of working with some of the best business minds in North America.  Most of the time, these are Broker/Dealers and financial advisors but we’ve also been part of incredible opportunities with other entrepreneurs. It’s safe to say that the very nature of our business – that being to help others simplify their success – puts us in front...

Read More

Branding and ROI

Posted on Mar 20, 2010 in Advisor Branding, Business Planning, TactiBlog | 0 comments

As a business planning and marketing company we frequently get the question about measuring return on investment for branding. On the surface, it sounds like a relatively simple question and as such, one would expect it should receive a relatively simple answer. Unfortunately, no simple answer exists. The reason for that lies in the definition of Branding. Branding re-defined Now that you are...

Read More

Makeover Mindset Madness

Posted on Mar 20, 2010 in Accountability, Advisor Branding, Business Planning, Inspiration, TactiBlog | 0 comments

STOP trying to patch holes in your practice – there are no magic bullets. START with the end in mind. Step back and envision what your business will look like in 3-5 years then build a plan, find the right partners to make it happen. Makeover your business and never look back! DO YOU HAVE THE RIGHT MAKEOVER MINDSET? Making over your business is not for everyone, especially those who are timid...

Read More