The Paragon Advisor

Volume I, Number V
		Published Monthly
The Best Ideas for Wealth Managers			Our All-Star Contributors Comer Consulting John Comer Kinder Institute George Kinder PEAK Steve Sanduski Ron Carson Marketing Library Referral Coach International Bill Cates Strategic Coach Dan Sullivan U.S. Wealth Management, LLC John P. Napolitano Did a friend forward this newsletter to you? Subscribe now to continue to receive tips from the best in the business. Click here to subscribe! Visit The Paragon Advisor Blog!
	In this Issue: Seven Principles of "The Usefulness Economy" by Dan Sullivan Concentrate on the 20% that Counts by John Comer Tools of the Trade by Peter Montoya Money and the Soul by George Kinder

	Seven Principles of "The Usefulness Economy" How Do You Succeed in the 21st Century? Be Useful by Dan Sullivan, Founder and President of Strategic Coach® Never has there been a better time to be a financial advisor. We have entered an era in which many of the foundations of everyday life have changed. Large bureaucratic organizations everywhere are faced with turmoil and disintegration, and consumers in every sector are increasingly wary and unhappy with the products, services, and experiences they receive from them. This is the age of the individual, and entrepreneurs are far better suited to this kind of world than bureaucracies, because they are specialists in the one resource for which there is a never-ending demand: usefulness. Click to keep reading Return to top

	Concentrate on the 20% that Counts by John Comer, CFP®, Principal of Comer Consulting, LLC What percentage of your revenue comes from the top 5% of your clients? When you segment your client base, the results are often surprising. Some advisors think as little as 10% of their revenue comes from their best clients. In reality, your top clients probably generate 25% to 30% of your revenue. Click to keep reading Return to top

	Tools of the Trade Must-Haves for Your Personal Marketing Campaign by Peter Montoya, President of Peter Montoya Inc. What are the essential tools of a good marketing campaign? In my view, every financial advisor can benefit from having a few basic marketing tools with a similar look and consistent messaging. Click to keep reading Return to top

	Money and the Soul by George Kinder, CFP®, RLP®, President and Founder of the Kinder Institute of Life Planning One of my earliest experiences of the disjointed relationship between money and soul was on Sundays during the offering at the local Presbyterian church I attended as a child. To me, the rustling of fellow churchgoers and the soft fall of dollars did not sound like the whisper of God. The clink of purses opening and of coins and keys did not sound like God's music, nor did feet shuffling in the pews and aisles sound like the footsteps of God. Click to keep reading Return to top

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