Tag Cloud

A tag cloud. You may have seen them? They are these floating words next to a web page or blog.

How would you describe a tag cloud to a non tech savvy client or relationship? What is their purpose and how would you use them?

Your comments are encouraged.


I am sure much has been written about WordPress.

We have rebuilt our advisory site around it The Investors Center.

If you are considering a self maintained site, check it out!


Yea for the product guys (and gals)!

It seems like yesterday.  We were opening our firm and needed help and they came and brought help and lots of it!

Which they? The product folks.  The relationship managers, wholesalers, Regional VP’s, sales management and sales people.

We are now planning our 13th annual vendor dinner.  Take a look at the blog below and begin to realize what an incredibly valuable group of people these are.



Guide: The folks that call on you usually know more about their stuff than anyone.

Action item: Appreciate them and consider showing them your appreciation.

© 2012 The Advisors Center, LLC – All Rights Reserved

Please leave comments to share with others by clicking the comment link below the title of this article

Rapid Response! Phone calls or email?

Both actually.

Email to all involved.

Phone calls to top 10 today, next 10 tommorrow or have staff call them today.

Just check in!

Citizen vs Investor Hat

With all the noise and rhetoric coming at your clients from the media and Washington, how do you keep them focused? Consider using this.

“Mr. And Mrs. Client, as we are having our discussion today, you will find yourself wearing two hats. Your citizen hat and your investor hat. My job is to discuss both but keep you focused on your investor hat. The citizen hat can be very distractive and destructive towards your investment success. The investor hat is the one that allows you to take action regarding your portfolio.”

Focusing clients on the opportunity or the action item is usually more productive.

Guide: The citizen hat clouds investment decisions.

Action item: Get your clients to realize that they tend to wear two hats.

© 2011 The Advisors Center, LLC – All Rights Reserved

Please leave comments to share with others by clicking the comment link below the title of this article

Tax Season Survival Kits – Update 2011


For our accounting friends, “It’s the most wonderful time of the year” (hum it?).

Long hours, not much sleep, poor diet, not well rested – so what can you do to help?

How can you impress these weary tax warriors?

It is time to send – The Tax Season Survival Pack!

This is a nice package of food and goodies for their office. Whether its Hickory Farms, Swiss Colony or a giant food basket from your favorite market or vendor, send one.

Make sure it is enough to feed the crew for a day or two.

Enough for them to say, “Wow, isn’t that nice” – because it is!

They work very hard this time of year and will truly appreciate your support.

So the next question is when to have this care package delivered?

You might think near April 15th…nope.

I would suggest March 11th for 2011.

As you may now, April 15 has now become a soft date.  It is very easy and common for folks to go on extension as that date gets closer.

But the best clients they have are the business/corporate clients, whose returns are due March 15th – and they don’t want to go on extension!

Delivering on March 11th is about the time when the nights and days all blur together and the crunch is on. 

Think about it:  your nice package arriving during the heat of battle. A beautiful thing!

Guide – Treat your accounting centers of influence to a treat during their most stressful week of the year

Action Item – Send the Tax Season survival Pack and feed them and their staff.

© 2011 The Advisors Center, LLC – All Rights Reserved

Please leave comments to share with others by clicking the comment link below the title of this article.

2010 Blog Activity


The stats helper monkeys at WordPress.com mulled over how this blog did in 2010, and here’s a high level summary of its overall blog health:

Healthy blog!

The Blog-Health-o-Meter™ reads This blog is doing awesome!.

Crunchy numbers

Featured image

A Boeing 747-400 passenger jet can hold 416 passengers. This blog was viewed about 2,800 times in 2010. That’s about 7 full 747s.

In 2010, there were 19 new posts, growing the total archive of this blog to 50 posts. There were 2 pictures uploaded, taking up a total of 14kb.

The busiest day of the year was January 5th with 83 views. The most popular post that day was About Eliot M. Weissberg, CFP.

Where did they come from?

The top referring sites in 2010 were facebook.com, linkedin.com, networkedblogs.com, twitter.com, and mail.yahoo.com.

Some visitors came searching, mostly for tax season survival kit, client segmentation matrix, client segmentation, client service matrix, and center of influence marketing.

Attractions in 2010

These are the posts and pages that got the most views in 2010.

About Eliot M. Weissberg, CFP May 2009

Client Segmentation & The Service Matrix December 2009

About The Advisors Center August 2009

The Tax Season Survival Pack February 2010

About Kathleen A. Weissberg, CFP September 2009

Enter your email address to subscribe to this blog and receive notifications of new posts by email.

Join 7 other followers

Subscribe to The Guide on Faceboook

Click “Share” to post this to other Social sites

Old Guide Maps

Guide by Catagory