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Browse a sample of Mark's Top 10 Generic So What Positioning Statements Download Document

Browse a sample of Mark's So What Advisor Positioning Statements. Read More

Since you are the product, a well-written and well well-packaged biography is a critical way to differentiate yourself from your competition. Like your Elevator Speech, your biography needs to be memorable and concise. Read More

How is it possible for a sales superstar to sell five, ten or even twenty times more than the second place person in his or her office or division? Read More

Merrill Lynch appears to be transforming itself from a wirehouse to a gigantic financial planning firm, even though there's no talk of a new master plan. The firm is phasing out the "stockbroker" concept, at least for public consumption, and replacing it with "adviser." Merrill is using a blunt mix of rewards, punishments and intensive training to get there. It's even bringing in outside help to achieve its goals. Download Document

"For Financial Advisors, pitching investment products is out, but pitching themselves is definitely in. The biggest challenge for advisors is communicating their value to people that
don't know them and don't know what they do." The Wall Street Journal, February 2008, Practice Management Download Document