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→
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→
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Givers Gain: the belief that when (business) people… help others… and achieve (their) goals, they usually gain the most out of the experience – through a reciprocal benefit.” (Wikipedia). Since real-life examples of this belief-in-action inspire us, here is one from me to you (and a request) to remind you of how this belief can work to benefit your business:
The GIVE: In prior posts, I’ve noted I’m a member of NAIFA-Tampa, a financial advisors professional association. They recently asked for my help at their recent charity golf event for Epilepsy (see picture). I’ve also pinch-hitted as a speaker and moderator for them a couple of times. Not big investments of my time, and a nice way to personally connect with my target market.
The GAIN: In casual conversation with one of the group’s leaders, he suggested linking my free online advisor assessment to their website as a member benefit. But there’s more: Read More→
‘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→
10) Food, glorious food (did I mention I’m Italian?)
9) My wild and crazy family who live up to all the Italian stereotypes (except for the Mafia)
8) Working next to my 12-yr old “puppy”, Lollie who wakes to inspect the yard or inform me that it is “dinnertime” - hers – not mine
7) Inlaws I actually like (love, truly)
6) Soul- and wallet-satisfying work, with financial advisors whom I am passionate to help succeed
5) Reconnecting with old friends and meeting new ones in social media, in person – and this website!
4) The ability to freely argue, debate – even loudly – over politics and other controversial topics without fear
3) My step-son , Josh, who has grown to be a wonderful man
2) A 70-something mom who has more of a social calendar than me
1) My partner-in-fun and tolerator of all my piccadillos, my darling husband Mark
These are my top 10 reasons to be thankful.
It’s only a few days until the day that those of us in the USA celebrate and give thanks for all of the blessings, rewards, gifts and accomplishments we have enjoyed this year. For me, it certainly has been a financially tough year for our family, and I wonder how the next year will pan out.
Still, because I’m a coach and all, I know that words have power, and that declaring what I am thankful for is more than just a list. And there’s more to it than even words. Read More→
Do your prospect’s eyes glaze over when you present them with recommendations? Do they accuse you of teaching them how to build a watch when they ask you for the time Do they seem suspicious when you present investment data?
The fact is, how your clients hear your facts depends on their level of trust in you….which is impacted by your verbal, emotional and physical consistency….
As a successful financial advisor, you know how important it is for you to connect your products and services with the emotional needs of your clients: How not to outlive their money….how to make sure their family can still pay the bills if they die….paying for the children’s college. ..taking care of elderly parents….
What you many not know is this: even when you are stating facts, emotions come through in a way that subtly affects how well your clients “get” your intended message….
