Learn This “Secret” from Victoria

“It seems like you’ve already got nearly as many clients as you can handle,” I declared to Victoria, a CPA (Certified Public Accountant) who had just started working with me.  “So, how can I help you?” “Well, the truth is, Sandy, that none of them have any money,” she confided. Victoria is 27 years old

What’s MY Value?

How are we doing? What are you getting out of our work together? Anyone in a business or professional practice should be asking clients questions like these on a regular basis. A sincere discussion about your value—and the places where you could give more value—can help you keep the clients you have already and obtain

You WEREN’T Too Direct, YOU JUST DIDN’T SERVE.

“I think I ought to go back to the way I was doing it before,” Ron, an advisor in Nevada, asserted to me in his weekly coaching check-in email.  He had just taken advantage of an opportunity to teach a one-session evening class on financial concepts for a local college’s adult education program. One of

Be Your Own Tree

Last week, I read an article by Dan Waldschmidt in the publication LifeHealthPro that inspired me to sit down and write this article of my own.  The gist of Dan’s piece was that just because some technique or strategy works for someone else doesn’t mean that it will work for you.  Not everything works for

“And How Are You Today?”—Yuck!

Call me Crazy (or maybe just call me “Coach”) but when someone rings to try and sell me something, I usually don’t hang up on him.  I listen and respond to his inquiry, and then I make suggestions to him on how to improve his approach. For most professionals, cold calling for new clients is

Take Mighty Swings

Baseball fans know that most of the great home run hitters also have unusually high rates of strikeouts.  The most revered of these players, Babe Ruth, once advised a fan: “Never let the fear of striking out get in your way.”  But most of us are too afraid of striking out to swing hard enough

Ask More Questions FIRST

Cheryl, an advisor who consulted me to help her find and keep more clients, was questioning why I told her to spend most of her appointment times asking questions, rather than telling her potential clients about her knowledge and abilities. “In the past,” she protested, “I spent as much time as I could telling them

Apr 02 2013

HELP Your Clients BE HEROES

Financial advisors avoid it whenever they can.  Coaches tremble at the thought of it.  Lawyers pretend it’s beneath them, so they won’t have to do it.  Even when I show them how to do it, they find ways to avoid it.  What is this unthinkable task?  …Asking for referrals. Why won’t they ask?  Either they’re

Are Your Words Powerful?

Jim is a Senior Sales Manager who oversees a dozen branch offices for a financial services company.  Each office has a Branch Manager who oversees 10-20 advisors. Last week, Jim told me how he had asked each of his managers to bring certain advisors of theirs to a meeting he thought would benefit them—and how

DIAMONDS, in Your Own BACK YARD!

Russell Conwell, the founder and first president of Temple University, is best known for his famous inspirational lecture, Acres of Diamonds. At the heart of that lecture was a story about Ali Hafed (now available on my Free Resources page!), a farmer who sold his land in order to go hunting for diamonds all over the