For most advisors, marketing, or “prospecting,” is a challenge. They try everything: Cold calling, cold “drop bys”, calling from purchased (or provided) lists, calling their “warm market,” seminars, webinars, networking, Facebook advertising, LinkedIn connecting strategies, mailings, advertising in publications—even billboards. Any of these can work, at least to some degree. But if none of them
It’s unlikely that you’ll be remembered for things you tried but gave up on. What you will be remembered for will be the things you REFUSED to give up on. The problem I see with many advisors is that they give up too easily: They give up on deeply serving their clients. They give up
You’re a talented, knowledgeable—even successful–advisor. But your business isn’t where you want it to be because you’re getting in your own way. Which of these personal roadblocks applies to you? You’re a Perfectionist – you hold back from taking action until things are 100% perfect. So, you never get to achieve at the level highest
Kelly Smith has been a Top of the Table Advisor for 14 years. He qualified for MDRT at the very beginning of his career. Kelly tells us about the importance of connections made throughout life, of continuously building your technical knowledge, and of being willing to grab onto new opportunities when they present themselves. You can
Sandy Interviews Top of the Table veteran Kelly Smith Read More »
Wishing you a Happy Independence Day weekend! While I’m pleased how many different countries my followers are from, as you might suspect, the great majority are Americans. Some are Republicans, some are Democrats. Some are liberals, some are conservatives. Some are male, female, white, black, straight, gay, elderly or young. Some are of European, Hispanic,
In most of my conversations with advisors, there’s a point when they freely admit that what’s holding them back is…them. This is always true. All success comes from the inside. Most of the time, they believe that challenges like procrastination, perfectionism and endless distractions are the culprits. But these are symptoms of the real challenge, not
