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Author Archive | Adam Kornegay

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Adam to present at FPA Business Success Knowledge Circle on January 8th

By on December 30, 2019 in News

FPA Members! On Wednesday, January 8th at 3pm Eastern, Adam will be presenting “Master of One: Three Key Elements for Niche Market Success” for the FPA Business Success Knowledge Circle. Register here! To many planners, niche marketing can feel very counter-intuitive and restrictive.  But a strong niche can build one’s reputation for deep subject matter expertise while creating a sense of confidence among clients who are part of that niche. Being a jack of all trades isn’t nearly as rewarding as being a master of one for the planner who […]

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Teacher writing various high school maths formula on chalkboard.

Find the Formula

By on December 10, 2019 in Business Planning, Productivity

In her post last week, Susan described the difference between Results Goals and Activity Goals.  A Results Goal is something that you can’t directly control; whereas, an Activity Goal is something over which you have direct control. The real challenge is figuring out how to create a series of Activity Goals that will enable you to reach your Results Goal. The simplest way to approach this challenge is with something I call―Find the Formula.  In other words, what are the elements that will drive that particular result? For example, let’s […]

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Don't Start With Why

Don’t Start with Why

By on November 13, 2019 in Business Development, Clients, Communication & Education, Messaging

Ten years ago, Simon Sinek recorded his TED talk, “How Great Leaders Inspire Action,” which has now been viewed over 47 million times.  In the presentation, he emphasizes that successful organizations focus on their “why” instead of “what” or “how.” The talk has always left me feeling uneasy. It could be his emphasis on his “discovery” of what he calls the “golden circle” of “Why? What? How?” According to Sinek, this golden circle is “grounded in the tenets of biology” because it correlates to the structure of the brain.  He […]

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Three quick small talk tips

Uncomfortable with Small Talk? Three Quick Tips

By on November 6, 2019 in Growth, Messaging

Ever notice that seem people seem naturally gifted at small talk?  They can seemingly carry a conversation with anyone, anywhere at any time. For most of my life, I’ve always felt uncomfortable with small talk.  Perhaps it seemed too superficial.  Or I didn’t like the attention.  Or sometimes I just didn’t know what to say. But over time, with deliberate practice, I’ve become much better at starting and maintaining conversations with total strangers. Here are three tips that you might find helpful: 1. Be prepared. The first step in getting […]

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Prepare For Your Best Conference Yet

By on October 9, 2019 in Growth

We know that many of our clients are planning to attend the FPA Annual Conference next week in Minneapolis. Here is the article that Adam wrote for the Conference blog that you might find helpful. Even if you’re not able to make the FPA’s conference, you’ll find lots of good tips for the next conference you do attend. Before the Conference Start with a plan (of course!). Take some time to review the agenda, particularly for those times where you have to choose from multiple sessions. Begin to develop a strategy […]

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Five Tips To Be a Better Listener

Just Listen

By on September 24, 2019 in Client Recognition, Clients, Communication & Education, Messaging

Sometimes it’s hard to believe that we are able to hear each other at all. With different behavioral styles, generational differences and even multiple ways of expressing affection, are we hopelessly lost in believing that we can make a genuine connection with others? Perhaps it can be summed up best in this quote by Stephen R. Covey: “Most people do not listen with the intent to understand; they listen with the intent to reply.” I believe you can be a better listener. You just have to be deliberate in your approach. Here are five […]

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Businessman pushes a big gift on white background

To Gift or Not to Gift

By on September 18, 2019 in Client Recognition, Clients

While discussing client recognition with an advisor last month, we started talking about giving gifts to clients as a token of appreciation. I shared that I’ve never been much of a gift-giver.  Neither is my wife.  For example, we agreed years ago that we wouldn’t give each other anniversary gifts but would simply exchange cards. This led to a discussion of whether clients feel truly appreciated or “valued” with a small gift.  The advisor said he didn’t see the point of thanking clients in that way.  If he received a […]

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Walking five miles to school barefoot in the snow

In My Day

By on September 9, 2019 in Clients, Communication & Education, Growth, Messaging

Be honest, have you ever started a sentence with, “In my day…?” Maybe you haven’t said it aloud, but perhaps you’ve thought it. It’s easy to do. As a father of a teen and a preteen, I often slip into comparisons of my childhood.  It’s not as bad as “walking five miles to school barefoot in the snow,” but it comes close. I will think about Saturday morning cartoons, riding my bike throughout the neighborhood and playing Wiffleball all summer. We all have stories and experiences that shape our perspective […]

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