Every week, I try to provide you with a message of value—either to keep you motivated, or to help you hone your skills to get more clients—or for whatever else you want in your life. Today’s message has an almost Shakespearian relevance: “To Do” or “NOT to Do”…That is the Question! During my workshops, when
With fewer than ten weeks to go in 2013, I’ve put together a list of the most effective ideas for my financial advisor friends to boost their holiday sales. Even if you’re not a financial or insurance professional, I know you’ll find at least some of these ideas useful. 1. Keep your schedule filled with
For most advisors, the Fourth Quarter means a year-end blitz to improve their production numbers, hours billed, and company or office standings. Realistically, there are only a few ways to do this: 1) Find more clients 2) Find more ways to serve existing clients 3) Make more sales 4) Make bigger sales The majority will
Nine coaches, myself included, were sitting in a hotel meeting room in Scottsdale, Arizona, mesmerized by Master Coach Steve Hardison, the guest speaker at our workshop. To have Hardison coach you exclusively, you have to be willing to pay $150,000 up front, plus all of your travel and lodging to, from, and in Arizona (no
I’ve shared a good deal of information with you recently on being willing to brand (and speak up about) the special service experience that only you offer. Consider this a prequel to all of that. Good; so, you’re special! But before we get into it… The last time you sat down with a prospect, you
You know the feeling: You gave the presentation of your life! You were “on fire”. Every question was met with a dazzling, intelligent, emotional, cogent, coherent answer. Every idea that you could share with your clients or prospective clients found its way into your head and flowed bountifully into your words. But… As you’re driving
