Dan Sullivan

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  Maselli’s New Advisor Model: Advisors as Lifeguards (Seriously)

  By Gil Weinreich, AdvisorOne  |  April 11, 2013

  It may come as a surprise that Frank Maselli, the seminar expert par excellence, doesn’t think seminars are for everyone, or even most advisors.

• Danger & Opportunity: Fear Is Not a Growth Strategy

  By Larry Chambers  |  June 1, 2009

  Do you market now or wait until things get better? I know that marketing is the last thing on your mind at this moment in...

• The Fast Track: Letting Go

  By Angie Herbers  |  June 1, 2009

  Recently, I had my weekly call with my client Bob Reed, of Personal Financial Advisors, LLC in Covington, Louisiana. Like many advisors today, Bob was...

• Putting on the Ritz

  By Ellen Uzelac  |  January 1, 2009

  For years, Ted Charles was the face -- and outward personality -- of Investors Capital Holdings. No longer. In August, longtime heir apparent Tim Murphy, 44,...

• 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...

• Three specific benefits of quality coaching programs

  By Steven Porter  |  March 1, 2008

  Most boomer advisors will never enter a coaching relationship. Many can't get past the cost and/or the time required; some simply don't have the drive...

• The Top Ten

  By Staff Writer  |  December 1, 2006

  At the end of the year we often look back and assess how we did--our accomplishments and even our failures. A more helpful approach both...

• Why Would Great People Want to Work for You?

  By Staff Writer  |  August 1, 2006

  Most marketing efforts involve finding the right clients, but to do so, you need the right staff members to attract and retain those clients. In...

• Staying On Track by Taking Time Off

  By Staff Writer  |  August 1, 2006

  Maybe if you want to become super efficient at the office, you should get rid of it. Catherine Nomura, director of business development at The Strategic...

• Reading Your Dials

  By Staff Writer  |  May 1, 2006

  Over the years, a curious coincidence has emerged when Investment Advisor profiles successful advisors in its pages--many of those advisors appear to have at least...