A time to sell

A Time to Sell

I recently got a LinkedIn invitation from a sales producer from a client company. Since I was familiar with the company, I accepted it. Here’s the response I received. Thank ...
Passion

Passion as a Strategy for Your Business

Many people launch a business around an idea that excites them at the time or may seem like a lucrative opportunity. Yet, all too often they seem to lose interest when they ...
8 essential things

8 Essential Things Clients Wish You Would Give Them

This article was originally published in Andrew Sobel’s newsletter Client Loyalty. Over the last 15 years, I’ve interviewed over 1,000 senior corporate executives about ...
Money mindsets

How Your Clients’ Money Mindsets Effect Your Business

We all like to pretend that we make logical decisions. What really happens is that most human beings make emotional decisions first and later justify them with logic after ...
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 ...
Story

The Story of What You Are Worth If You Aren’t Telling It — Who Is?

Why aren’t more people coming to you for the services you offer? You bring value and your clients know you do a great job for them. So why doesn’t the word spread about ...
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From Antiquity to the Future: Financial Security Is Always Part of the Quest

“The future belongs to those who prepare for it today.” This powerful quote by Malcolm Little may quite possibly be the cornerstone or central message upon ...
Opportunities to help market

Opportunities to Help Solve the Retirement Puzzle for the Middle Market

The changing retirement landscape continues to present challenges for Baby Boomers as well as for those already in or nearing retirement. For the long-underserved middle-income ...