The 5 W's of Hiring! What Would Arlene Say?

The 5 W's of Hiring! What Would Arlene Say?

When you started out it was probably just you and the dream of running your own financial planning business – right? Even though you’ve worked hard to get where you are now, things were simpler back then. Now, you might be thinking it’s time to expand your practice and hire someone new. This is an exciting prospect, but it’s also a bit tricky. It’s also emotional. Your practice is your baby, and you’ve poured a lot of sweat, blood, and tears into it to get where you are today.  Read more...

How Should You Define Success? What Would Arlene Say?

How Should You Define Success? What Would Arlene Say?

When you’re getting started in the financial planning business, everything can feel overwhelming. You may not know how to determine whether or not your practice is successful – which can be a huge stressor! After all, the whole point of starting this journey is to find success in some form at the end, right? Here’s the thing: stop worrying. When you’re in your business every single day, it’s difficult to see “success” flags when they might be waving right in front of you. Likewise, it’s also easy to miss red flags. I love it when I see advisors flying their sparkly, bright success flags high and proud. But how do you track those successes? And what warning signs should you be watching for?  Read more...

Transitioning to Kimberlite Coaching Powered by XYPN: Everything You Need to Know

Hey, all – I’m so glad you found your way to this blog post. I wanted to address my new transition from my stand-alone coaching practice to Kimberlite Coaching powered by XY Planning Network. The first thing I want to do is communicate to all my current clients that your experience won’t really be changing all that much. The only true differences you’ll see is that your invoicing will now come from XYPN and my wonderful Virtual Assistant, Siri, won’t be a point of communication anymore (she’s moving on up in the world – graduating with her Master’s Degree in Public Advocacy and Activism and getting a great job in her field of study!). Siri is sticking with me for the next month or so to help me make the transition as smooth as possible.  Read more...

Listening to Your Message from a Client’s Perspective

Listening to Your Message from a Client’s Perspective

We live in a world where simply being a financial advisor is no longer “niche” enough. At one time, this was the case. There weren’t very many independent advisors out there, so just the fact that they existed was plenty! However, now the market has become flooded. I don’t think this is a problem. In fact, I think it helps advisors truly focus on the clientele they love (and find clientele who love them!). I’m a believer in the fact that there is a whole ocean of clients out there, and there is plenty to go around for each one of us. The more advisors there are, the more support new advisors can get when they’re just starting out, and there are more ongoing networking and referral opportunities for everyone. Not a bad deal, in my opinion. Read more...

How to Pick a Business Coach

How to Pick a Business Coach

I’m a big believer in business coaches. I know, shocker, right? But seriously, having a business coach helping you call the shots in the dugout makes all the difference when you get out on the field and, you know, run your business. Business coaches can be many things. They can guide your hiring decisions, streamline your processes, help you focus on marketing, or just generally kick your butt and keep you on track to achieving your goals. Unfortunately, finding the right business coach for you isn’t always a walk in the park.  Read more...

The Dish on Prospective Clients and that Initial Client Meeting

The Dish on Prospective Clients and that Initial Client Meeting

Awkward prospective client meetings are the worst. Are you struggling to effectively communicate your value to a prospect who isn't sure what they're looking for? Here's a quick guide on how to master these first meetings so that everyone walks away with a clear idea of next steps and whether or not you're a good fit.  Read more...