Mary Scott

• Which Advisors Will Thrive?

  By Mary Scott  |  June 1, 2008

  Strategic planner Dan Sullivan bases this book on one premise: Never has there been a more exciting time to be a financial advisor. Historically, he...

• Not Only Money Motivates

  By Mary Scott  |  May 1, 2008

  Is it possible to learn something new about how to help motivate others to do their best? Yes -- according to Tyler Cowen, a professor...

• Seeking Simplicity

  By Mary Scott  |  April 1, 2008

  Do you remember when Microsoft first introduced PowerPoint in the early 1990s? We all thought it was so great. Now our presentations could easily include...

• A Step-by-Step Guide

  By Mary Scott  |  March 1, 2008

  As a long-time managing director at Merrill Lynch in Colorado, David Mullen hired and trained more than 500 advisors. His training program was considered superior...

• Connecting with Clients: "The Elements of Persuasion" by Richard Maxwell and Robert Dickman

  By Mary Scott  |  January 1, 2008

  I recently attended a conference spending two days in a windowless room listening to PowerPoint presentation after PowerPoint presentation. On the plane ride home, I...

• Make 'Em Laugh

  By Mary Scott  |  December 1, 2007

  I read a book last weekend that turned heads at the hair salon, and prompted a 12-year-old to banish me from the family room, because,...

• Brain Trust

  By Mary Scott  |  November 1, 2007

  Imagine picking the brains of more than a dozen top-notch financial advisors on the key issue for most clients: retirement. That's exactly what Lyn Fisher...

• Going the Distance

  By Mary Scott  |  October 1, 2007

  How many of your clients refer to you as their "advisor for life?" Probably not as many as you would like. Acting as a financial...

• Textbook Case

  By Mary Scott  |  July 1, 2007

  Lewis J. Altfest, one of the most quoted financial planners in the industry, has written what many consider to be the ultimate text on financial...

• Breaking Into Retirement

  By Mary Scott  |  May 1, 2007

  Seventy million baby boomers are approaching retirement age. And yet, only a small percentage of financial professionals sell employer retirement plans to their clients. Why?...