Increase client satisfaction, convert more prospects, and earn more referrals when you implement these communication hacks that every financial advisor should know. Communication is often the key differentiator between a successful financial planning practice and an unsuccessful one. Many financial advisors make the common mistakes of mystifying their role in wealth management, overcomplicating investment information, and focusing more on their offerings than on their clients’ needs and wants. If you have ever seen your clients’ eyes glaze over when discussing their financial strategy, you know the pitfalls of not having a user-friendly approach to communicating financial information. If you want to increase your success as a financial advisor and provide the most value to your clients and prospects, it’s time to unleash your superpower… SIMPLICITY! In Make Simplicity Your Superpower!, Richard Dobson, CFP, shares a time-tested process for communicating with clients and prospects about sound financial planning that leverages the best practice—the superpower—of simplicity. The easy-to-follow steps, talking points, and illustrations will show you how to: Build rapport with current and prospective clients Understand clients’ needs and desires Translate complex financial concepts into digestible bits of information Present the relevant facts in a clear, concise way Support clients in taking control of their long-term financial success Simplicity in your communication with current and prospective clients is your competitive advantage over the competition. Leverage this superpower, and not only will you connect on a deeper level with your clients and prospects, but you will grow your clientele in the process. A special appendix features a list of communication failures that cause clients to tense up, tune out, and lose trust—and how financial advisors can instead put clients and prospects at ease.
Although the oldest regiment in the British Army is the 1st Royal regiment of Foot, usually known as the Royal Scots, it was not until the French and Indian War (known in Europe as the Seven Years War) that Scottish regiments played a significant role in the Army. In fact, between 1756 and 1763, Britain raised 10 regiments of Scots Highlanders to fight in the European and American theaters of that conflict. Many Scottish veterans of this conflict chose to stay in the colonies (sometimes returning to Scotland to bring families and friends back with them). The personal papers of various Scottish combatants, reflecting their nation's participation in or the perspective on that famous conflict, can be found at the National Archives of Scotland in Edinburgh.
In 2005 Clearfield Company launched a new series of books by David Dobson designed to identify the origins of Scottish Highlanders who traveled to America prior to the Great Highland Migration that began in the 1730s and intensified thereafter. Much of the Highland emigration was directly related to a breakdown in social and economic institutions. Under the pressures of the commercial and industrial revolutions of the 17th and 18th centuries, Highland chieftains abandoned their patriarchal role in favor of becoming capitalist landlords. By raising farm rents to the breaking point, the chiefs left the social fabric of the Scottish Highlands in tatters. Accordingly, voluntary emigration by Gaelic-speaking Highlanders began in the 1730s. The social breakdown was intensified by the failure of the Jacobite cause in 1745, followed by the British military occupation and repression in the Highlands in the aftermath of the Battle of Culloden. In 1746, the British government dispatched about 1,000 Highland Jacobite prisoners of war to the colonies as indentured servants. Later, during the Seven YearsΓ War of 1756Γ 1763, Highland regiments recruited in the service of the British crown chose to settle in Canada and America rather than return to Scotland. Once in North America, the Highlanders tended to be clannish and moved in extended family groups, unlike immigrants from the Lowlands who moved as individuals or in groups of a few families. The Gaelic-speaking Highlanders tended to settle on the North American frontier, whereas the Lowlanders merged with the English on the coast. Highlanders seem to have established Γ beachheads,Γ ? and their kin subsequently followed. The best example of this pattern is in North Carolina, where they first arrived in 1739 and moved to the Piedmont, to be followed by others for over a century. Another factor that distinguishes research in Highland genealogy is the availability of pertinent records. Scottish genealogical research is generally based on the parish registers of the Church of Scotland, which provide information on baptisms and marriages. In the Scottish Lowlands, such records can date back to the mid-16th century, but, in general, Highland records start much later. Americans seeking their Highland roots, therefore, face the problem that there are few, if any, church records available that pre-date the American Revolution. In the absence of Church of Scotland records, the researcher must turn to a miscellany of other records, such as court records, estate papers, sasines, gravestone inscriptions, burgess rolls, port books, services of heirs, wills and testaments, and especially rent rolls. This series is designed to identify the kinds of records that are available in the absence of parish registers and to supplement the church registers when they are available. This newest volume covers the Northern Highlands, an area that includes the counties of Caithness, Sutherland, Ross, and Cromarty. The main clans traditionally associated with the Northern Highlands were: Mackay, McLeod, Sutherland, Sinclair, Gunn, Munro, Ross, and Mackenzie, all of whom are represented in this volume. The Northern Highlanders were among the pioneers of colonial Georgia, North Carolina, Pennsylvania, New York, and the Canadian Maritimes. Among the vessels that brought them to these places were the Hector to Nova Scotia in 1773, the Friendship to Philadelphia in 1774, and the Peace and Plenty to New York in 1774. While the present volume is not a comprehensive directory of all people living in the Northern Highlands during the mid-18th century, it does pull together references to more than 2,100 18th-century inhabitants. In all cases, Dr. Dobson gives each HighlanderΓ s name, a place name or county within the Highlands, a date (of birth, residence, etc.), and the source. In the majority of cases, we also learn the identities of relatives, the indiv
The aim of this groundbreaking book is to identify source material in Scottish libraries and archives that could enable people of Scotch-Irish (Scots-Irish) ancestry (i.e., the Ulster Scots) to locate their Scottish roots.Besides identifying the key records for making the leap from America or Ulster to Scotland, the author equips the researcher with a number of important tools for maximizing his/her efforts. These include a glossary and list of abbreviations, a list of family history societies in South-West Scotland, bibliographies of family histories and local histories concerned with South Western Scotland, and a general bibliography. Anyone daring enough to search out the Scottish origins of his/her Ulster heritage will be grateful to immigration authority David Dobson for having plotted a course.
Before 1650, only a few hundred Scots had trickled into the American colonies, but by the early 1770s the number had risen to 10,000 per year. A conservative estimate of the total number of Scots who settled in North America prior to 1785 is around 150,000. Who were these Scots? What did they do? Where did they settle? What factors motivated their emigration? Dobson's work, based on original research on both sides of the Atlantic, comprehensively identifies the Scottish contribution to the settlement of North America prior to 1785, with particular emphasis on the seventeenth century.
The book under consideration here marks the second in a series on Scottish colonial soldiers compiled by emigration authority David Dobson. (The first volume was published as two parts in one.) Working from manuscripts in the Acts of the Privy Council and the Calendar of British State Papers and published sources such as the Aberdeen Journal, the Edinburgh Advertiser, and the Georgia Gazette, the author has uncovered information on an additional 750 Scottish colonial solders not found in his earlier book. One such soldier was "John Wright, born in High Calton, Edinburgh, during 1728, an army sergeant who fought in the French and Indian War and in the American War of Independence, witnessed to death of Wolfe on the Plains of Abraham, died in Joppa, Edinburgh, in 1838, father of a Roman Catholic priest in Montreal.
Although the oldest regiment in the British Army is the 1st Royal regiment of Foot, usually known as the Royal Scots, it was not until the French and Indian War (known in Europe as the Seven Years War) that Scottish regiments played a significant role in the Army. In fact, between 1756 and 1763, Britain raised 10 regiments of Scots Highlanders to fight in the European and American theaters of that conflict. Many Scottish veterans of this conflict chose to stay in the colonies (sometimes returning to Scotland to bring families and friends back with them). The personal papers of various Scottish combatants, reflecting their nation's participation in or the perspective on that famous conflict, can be found at the National Archives of Scotland in Edinburgh.
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