K.I.S.S. - Keep It Simple Stupid

Starting the New Year is a good time to take a serious look at the way we are using our most valuable resource, time. 

Looking back over a 34 plus year career I wish I had a dollar for every time someone told me or I had to remind myself to keep things simple. 

We work in such a hectic and complicated business that it is easy to lose track of our purpose, which is to help the client.  Simplicity in our business is very possibly the most under rated quality that we can have, while at the same time being one of the traits that we could implement throughout literally every phase of our business. 

It was always terrible as a manager to walk by the office of one of my Advisors and see them in with clients doing their annual review, and when I walked by two hours later they were still in there.  The only ones who dislike this waste of time more than the advisor were the clients.  The advisor was not respecting their time and was wasting all of hers. 

Albert Einstein said it best when he said "Keep things as simple as possible, but no simpler." 

This applies to our business and any other business that has sales and clients involved.  We are living in a time that since 2000 and even more so since 2008 our clients and prospects are more skeptical of the things they are being told than at any other time in history.  This provides huge opportunities for us to engage them in such a way that we cement the relationship for ever. 

The teams that have been the most successful at this are adding value to the client by making their interactions with the clients an exceptional client experience and not just as practice of good service.  In order for this to happen everyone on the team must know and own their job.  It is all about the systems you are using and how you are translating them to your best clients.  If this is done correctly you will be respecting the clients time and resources and they will be respecting the job you are doing for them by telling their friends and business associates about you and your team. 

For further information about these systems and the processes involved in setting up the systems contact me at  Good luck and have a great 2013.


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