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Value Creation Blog

At Stage 2 We Love Niches

niche markets working togetherI’ve written extensively on niches and why I think they’re important.  When one has a niche they don’t have to re-invent the wheel every time they work with a new client.   We believe that having the right person serve a customer is an important.

At Stage 2 Planning Partners each of us has a different niche.  Some people would say that we’re inefficient in how we service our clients.  I would submit that we can help a wide variety of people by matching them with the right person in our firm.

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Topics: advisor to advisor, specialists, niche management, niche


Do You Feel Like Your Being Talked At? – Wealth Management

customer communicationAdvisors love to advise.  We think we have a great deal of value to add and always want our clients to listen and take our advice.  This often manifests itself as the advisor talking and the client listening.

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Topics: advisor to advisor, communication, Client Communication, asking why


Leaving A Legacy Or Making A Difference? – Wealth Management

making a difference rocks resized 600

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Topics: advisor to advisor, communication, wealth management, Legacy Planning


6 Things That Makes A Great Customer

great customer resized 600

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Topics: advisor to advisor, business relationship management, Client Experience, trust, collaboration with clients


What Makes Me Unique – Creating Value

Private Business CoachingI’ve recently finished the book Traction by Geno Wickman.  I highly recommend the book and will likely write several blog posts about ideas I got while reading the book.

One idea that has really stuck with me is learning a better way about communicating what makes me unique.  In the book, Wickman talks about how many things you need to do to stick out in the mind of others as unique.  He says that if you do one thing then you sound like everyone else.  If you do two things that are unique you will sound a little, but not very, different.  It’s when you add the third thing that makes you unique and help you stand out from the crowd.

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Topics: advisor to advisor, value creation, unique ability


401 (k) Plans, What Every Advisor Needs To Know

401 (k) plansI think a lot about 401(k) plans and how they can be best used to help a private business owner reach financial independence.  When I speak before advisor groups whether they are financial professionals, attorneys or CPA’s I always emphasize that when working with private business owners it’s crucial that they understand how 401(k) plans can be used to the benefit of the owner Clients.

If a business has less than 25 employees, the advice to a private business owner shouldn’t be how much money they can put away.  Instead, we should start with the following question:

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Topics: retirement planning, retirement, 401 (k) plans, advisor to advisor


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