Jumping 2

Jumping into the Unknown

The movie Gravity with Sandra Bullock is an incredible parallel to new business ventures. It’s not a movie about business, but rather NASA astronauts that are in deep ...
Wild

Getting Your Clients to Go Wild About You!

Financial advisors and insurance agents – just like sports teams and politicians – purposely reach out for the recognition and affirmation that they have what people ...
statements 1

Elevator Statements and Brochures Don’t Work

Some marketing is simply not effective. In fact, marketing can actually have the opposite effect from what is desired. Case in point – the company brochure or even ...
7 ways to create

7 Ways to Create a P.U.R.E. Presence Online

The Internet never sleeps, and having an online presence gives your business a virtual 24-hour showroom. It allows potential customers from near and far to research your ...
Questions

4 Questions to Ask When You Lose a Sale

This article originally appeared on RainToday When you don’t win a sale or a client leaves you for a competitor, it’s tempting to put the whole thing behind you and ...
finding funds 2

Finding Funds for Food & Fun in Your Client’s Financial Future

Unless today’s advisors get their client to connect emotionally and intellectually, their client remains forever vulnerable to “the next shiny thing” that comes along ...
Awkward

Awkward Networking Moments

In a networking environment – or perhaps at any event or party where there are others mingling around – sticky situations can arise. Here are some common potentially ...
critical strategies

3 Critical Strategies to Get More Referrals and Introductions

All the product knowledge and all the sales skills in the world aren’t worth a hill of beans if you don’t have enough people to see. You can’t sell to nonexistent ...
Hot sales article

The Key to Transforming Cold Calls into Hot Sales

“Very few people don’t become more interesting when they stop talking.”                             —   Anonymous   To translate ...
What Did I forget 2

What Did I Forget? “The Problem”

If I can’t seem to find something, I Google it. If I can’t find my way, I can ask Siri, Garmin or my friend OnStar. I don’t need my briefcase; I have my Notebook or ...