“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…
DRAW Them a REFERRAL DIAGRAM! Read More »
Thank clients for their business. Thank them for referrals. Remind them about their appointments. And do each of these…with a handwritten note. Find an excuse to send a note card to people you meet, people who provide services to you, and people who you serve. We have all become so accustomed to communicating by email, text,
The GREAT Little Marketing Secret: Send a Note Card. Read More »
“It seems like you’ve already got nearly as many clients as you can handle,” I declared to Victoria, a CPA and CFP 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 and
Learn This “Secret” from Victoria Read More »
To Whom Are You Offering/Selling Your Services? The wrong answer to this question is “I offer my services to everyone”. Financial advisors and coaches who tell me that they help [all] people reach [all of] their personal, career, or financial goals do not understand a critical truth about 21st Century business: clients want to work with experts and specialists. If You’re Everything
Don’t Be EVERYthing to EVERYone… Read More »
A few years ago, my fellow coach, Rich Litvin, decided to try speed dating. About a month after his first experience, he went to a second speed-dating event, where he ran into another guy who he recognized from the first event. “Did you get many dates from the first one?” the man asked him. “Three,”
NEEDY IS CREEPY!!! Read More »
I pushed too hard the other day. Or did I? I was trying to get Janis, a relatively new financial services representative who works at a branch of a large insurance company, to take the last available seat in my workshop program. I had offered her help with the tuition, and she had committed on
As If Your Life Depended on It… Read More »
