In today’s chaotic financial environment, where people in general are feeling unsafe to take risks, a successful advisor needs more than the usual toolkit of sales and business skills to survive.
The number one business survival skill… is not sales, marketing, financial or time management. It isn’t emotional intelligence or customer service. And, it’s not social media savvy. Read More→
Do you know what a Facebook Fan is worth? $136.38! That’s according to a June study by Syncapse . Not only that, it turns out Facebook Fans are 28% more likely than non-fans to continue using a brand and 41% more likely than non-fans to recommend a fanned product to their friends
While this report may not directly apply to financial advisor and investment firms, it points to a new and largely untapped referral source for savvy financial advisors.
Here are 7 steps for a successful – and compliant – Facebook Page for your business…and turn on your referral engine: Read More→
Have you been working hard to recover lost ground in your financial practice (and nothing is working fast enough?) You don’t see another fix, (but know if you could it would make all the difference to your business?)
Chances are, you are suffering from a blind spot. Exactly what does that mean, and why should you care? Read More→
If you been in practice for awhile, then it’s likely you’ve already tried to address the above issues. Maybe you’ve purchased courses, books, DVDs or CDs on the topics…
‘Tis the season, and so I have a gift for you that I hope will keep giving in the new year – for your success: how to make sure your “presence” is accepted in the way you intend for others to receive.
In business, we often feel we need to present our “game” face – the one that looks and sounds confident and successful. And, we also know when we are not quite “feeling” what we are saying – and so do our clients much of the time.
Here’s an example from my own experience. Read More→
The third “test” clients use to determine if they trust you…and the unasked question…
