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Your Need Is the Ugliest Thing
“I most certainly did not need a lecture!” Marie, an internet consultant, wrote me this week. Last week, I had asked for proposals for help with an internet project I’m working on, and Marie had been...
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Are You “Recommendation Worthy”?
“I talk to my clients occasionally about introducing me to someone they know who might need my help,” expressed Art, a matrimonial attorney I work with. “But they always tell me that they can’t think...
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Make Referrals About THEM
Anita, an advisor in her mid-thirties, was terrified about talking with her clients about introducing her to friends and family members who might need her help. “What are you afraid might happen if you...
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“Buyer’s Remorse”
I thought I’d share an e-mail I received recently from an attorney who attended one of my programs… Dear Sandy, I am a corporate attorney. At a recent event for alumni of my college, I met an alumnus,...
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SERVE, and Grow Rich
My friend and colleague, coach and author Steve Chandler, recently wrote this: “Most people try to move toward wealth in embarrassing, clumsy ways. They have cynicism programmed into them from an...
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Small Talk, BIG SALES: Lessons from a Master Moneymaker
Mehdi Fakharzadeh is one of the most successful insurance sales agents in history. At 92, he is still taking on and servicing clients. Mehdi achieved his success despite starting out with a severely...
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Client Retention: They Changed Their Minds!!!
After two visits—a total of six hours—advisor Marianne had gotten an enthusiastic “thumbs up” from her new “almost clients”—a young professional couple with small children—to prepare a financial plan...
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TEN TIPS for Boosting Year-End Numbers
With fewer than ten weeks to go in 2013, I’ve put together a list of the most effective ideas for my financial advisor friends to boost their holiday sales. Even if you’re not a financial or insurance...
View ArticleClik here to view.
Your Need Is the Ugliest Thing
“I most certainly did not need a lecture!” Marie, an internet consultant, wrote me this week. Last week, I had asked for proposals for help with an internet project I’m working on, and Marie had been...
View ArticleClik here to view.
Are You “Recommendation Worthy”?
“I talk to my clients occasionally about introducing me to someone they know who might need my help,” expressed Art, a matrimonial attorney I work with. “But they always tell me that they can’t think...
View ArticleClik here to view.
Make Referrals About THEM
Anita, an advisor in her mid-thirties, was terrified about talking with her clients about introducing her to friends and family members who might need her help. “What are you afraid might happen if you...
View ArticleClik here to view.
“Buyer’s Remorse”
I thought I’d share an e-mail I received recently from an attorney who attended one of my programs… Dear Sandy, I am a corporate attorney. At a recent event for alumni of my college, I met an alumnus,...
View ArticleClik here to view.
SERVE, and Grow Rich
My friend and colleague, coach and author Steve Chandler, recently wrote this: “Most people try to move toward wealth in embarrassing, clumsy ways. They have cynicism programmed into them from an...
View ArticleClik here to view.
Small Talk, BIG SALES: Lessons from a Master Moneymaker
Mehdi Fakharzadeh is one of the most successful insurance sales agents in history. At 92, he is still taking on and servicing clients. Mehdi achieved his success despite starting out with a severely...
View ArticleClik here to view.
Client Retention: They Changed Their Minds!!!
After two visits—a total of six hours—advisor Marianne had gotten an enthusiastic “thumbs up” from her new “almost clients”—a young professional couple with small children—to prepare a financial plan...
View ArticleClik here to view.
TEN TIPS for Boosting Year-End Numbers
With fewer than ten weeks to go in 2013, I’ve put together a list of the most effective ideas for my financial advisor friends to boost their holiday sales. Even if you’re not a financial or insurance...
View ArticleClik here to view.
Put Referrals on Your Agenda
A few years ago, I presented a teleseminar for advisors throughout the U.S. on referrals. During the live Q and A, Paul, an advisor in the Midwest, expressed frustration with his efforts to grow his...
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It’s Not Your Grandpa’s Business Environment
PowerMinutes Coffee Break, TODAY, August 16th at 10 AM Eastern! Every Tuesday, I’m hosting live, 15-minute *cups of coaching*. Get answers to your questions about prospecting, sales, marketing, time...
View ArticleClik here to view.
Your Need Is the Ugliest Thing
“I most certainly did not need a lecture!” Marie, an internet consultant, wrote me this week. Last week, I had asked for proposals for help with an internet project I’m working on, and Marie had been...
View ArticleClik here to view.
Are You “Recommendation Worthy”?
“I talk to my clients occasionally about introducing me to someone they know who might need my help,” expressed Art, a matrimonial attorney I work with. “But they always tell me that they can’t think...
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