Recently, I was reminded of an old allegory about a man who dies and goes to Heaven. Finding the venue a little dull, he asks if he might be allowed to explore the “Other Place“, and is permitted to go there for a brief visit. Upon his arrival down below, the Devil shows him a…
Too Bad; NOW You’re A CLIENT! Read More »
There was a salad restaurant near my old office that I used to frequent for lunch. The owner, Frank, was a hard-working, service-oriented man. His staff would mix the salads to order, putting in grilled chicken, or pasta, or whatever else you might want. Customers were always greeted with warm smiles. Frank eventually opened a
SERVE Your Clients, or SOMEONE ELSE WILL. Read More »
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
The BEST Advisor in Illinois Read More »
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
Make Everything OK Read More »
“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
DITCH THE EMAIL APPROACH Read More »
“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 »
