Embrace change....

It seems that on a daily basis in today's financial markets change is constant theme. Long standing respected companies continue to change or even cease to exist right before our and clients eyes. How can you, as an advisor, frame these events in a way that serve your clients and grow your practice at the same time?

Here is an idea to evaluate : Make some "house" calls. Float an invitation to the top 20% of your book that you would like to meet them instead of them meeting you. Go see them instead of having them come see you. Instead of offering another "short" idea, or even another "safe haven"; sit down at their kitchen table to re-evaluate their financial aspirations. 

When you take yourself out of your own comfort zone and insert yourself into theirs it will make a tremendous impact. Give it a try.....you might be surprised at the results.