No, I don’t plan to share an opinion here about who the best advisor in Illinois is, but I wanted to make this point: Most of us know how to meet prospective clients, talk to them, and have them retain us, but the what we do is not a problem. The problem is who we
Several months ago, a Facebook friend shared with me this “Magic Button”. Use it RIGHT NOW by exerting less effort than Dorothy did; just CLICK ON IT TWICE!!! Once to navigate beyond this page, and again once you’re on the Magical Site. Just a few seconds, and you’ll be beyond the rainbow: OK, now that you’ve been
“I am an insurance agent who has now ventured into financial planning,” Gary, a subscriber, told me the other day. “My biggest challenge,” he continued, “is marketing my services. I have tried emailing my insurance clients, but have received no responses.” “What can I do differently?” he asked. I’d like to share some of my
“I found a new way to talk with clients about referring me,” Ryan, a financial advisor, once told me excitedly on the phone. “I use a diagram! I’ll show it to you.” Ryan emailed me a little while later with this: Of course, I was interested, and I called him back right away to have
“…And he was rich, yes, richer than a king And admirably schooled in every grace: In fine—we thought that he was everything To make us wish that we were in his place. So on we worked and waited for the light, And went without the meat and cursed the bread, And Richard Cory, one calm
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Beware the “BUT” Monster “I couldn’t make calls for new business this week like I said I would,” my client, Rick, lamented a few years ago, “Because you forgot to send me the chart you promised.” It was true. I had agreed to email Rick a “Master Sheet”—an Excel spreadsheet that could serve as a
