It was 2019, and David had hit a plateau in his business as a financial advisor. He started with what his manager called his “warm market”—his family—and took on a very few clients. But he was too uncomfortable to ask them for referrals, so he turned next to buying so-called “qualified leads.” He was spending
If you need a quick laugh and some food for thought, I recommend the Scrambled Eggs podcast with Dan Hill! I was recently a guest on the podcast. We talk about my book, Become a Client Magnet: 27 Strategies to Boost Your Client-Attraction Factor. We also redefine PROSPECTS: 1) Somebody with a pulse. 2) People with
Defining “Prospects” on the Scrambled Eggs podcast with Dan Hill Read More »
Too many advisors use “junk” words with clients and others that negatively impact their effectiveness. If you’re using any of these weak words or phrases below in your communications with clients, prospects, your team…or anyone… you should stop using them right away. 1. Actually… “Actually, the reason I’m calling is…I’m actually going to be seeing
My good friend and colleague, Nev Vujosevic, recently posted an article entitled “6 Secrets to Masterful Productivity no one talks about”. I thought it was powerful enough to share here: 1) Secret #1 to Quality Productivity: Understand YOUR Preferences & Barriers. Nev tells us that the thousands of tips, tricks and trends out there that are supposed to help us organize ourselves and achieve our desired
My friend Nev’s Secrets to Masterful Productivity Read More »
Before his death in 2015, the famous publicist, Forrest Wallace (“Wally”) Cato interviewed me for an article he was writing that included an interview with Tom Hopkins and quotes from the Zig Ziglar, who had passed away a few years earlier. The following are excerpts from Cato’s interview: Wally: What do clients expect from a
Working with Clients – Expectations, Motivations, Education, and Responsibilities Read More »
Too many advisors use “junk” words with clients and others that negatively impact their effectiveness. If you’re using any of these weak words or phrases below in your communications with clients, prospects, your team…or anyone… you should stop using them right away. 1. Actually… “Actually, the reason I’m calling is…I’m actually going to be seeing
Stop Using Weak Words ! How to stop using weak language. Read More »
