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5 Keys To Vetting Investors Before You Accept Funding

Coronavirus and Your Christmas Card List

If Your Advisory Practice Survives, Heed This Lesson

A New Financial Advisor Is Emerging From This Pandemic

May 26, 2020 by Strategy Marketing

Through shared platforms financial advisors are sharing of their stories and allowing others to see them as real people. #success

AIWATT and the Empty Boat

May 25, 2020 by Dr. Marshall Goldsmith

Every endeavor comes with beginning principles that dramatically improve our chances of succeeding at that endeavor. #entreprenuers #business

What Resilient People Know About How To Follow Their Passion

May 25, 2020 by LaRae Quy

It’s not about having a passion, it’s about doing something with your life that will benefit others. #personal #buisness #leadership

The Number One Way Financial Advisors Can Compete With Institutions

May 25, 2020 by Mike Garrison

The large institutional firms cannot manage interpersonal relationships at scale...but financial advisors can. #financialadvisors #referrals

Why Financial Advisors Should Create a Story-Benefit Matrix

May 25, 2020 by Don Connelly

Financial Advisors should also have a big repertoire of analogies you can tell to help clients understand a concept. #business #marketing

Your Real Goal-Achieving Superpower Is Discipline

May 22, 2020 by Paul Kingsman

A lot of people think getting motivated is the key to achieving their goals. But that’s not the whole story. #disipline #financialadvisord

Every New Business Needs A Unique Selling Proposition

May 22, 2020 by Martin Zwilling

A great unique selling proposition is what your business stands for. It’s what sets your business apart from others. #business #financialasdvisors

Accepting Responsibility for Your Sales Success

May 22, 2020 by Dave Kahle

Where there is a personal responsibility, the future holds unlimited potential. #sales #prospecting #financialadvisors #success

Fear and Uncertainty Are Kryptonite to Growth, Purpose Is the Antidote.

May 22, 2020 by Shauna Mace

An exercise for financial advisors to overcome fear in today’s environment and position yourself for success. #financialadvisors #success

Are You Finally Ready To Try A New Strategy?

May 21, 2020 by Elinor Stutz

Many people witnessed exciting new projects in the process of defeat before realizing the opportunity to begin. #innovation #success

Do You KNOW What You Don't KNOW?

May 21, 2020 by Achim Nowak

Here is how this Framework breaks down our stages of knowing and not knowing. #financialadvisors #entrepreneurs #business

The Best Questions to Help Start a New Relationship or Conversation

May 21, 2020 by Andrew Sobel

When you first meet someone, your questions have three overlapping goals. #financialadvisors #conversations #prospecting

How Financial Advisors Can Effectively Communicate in Today’s Environment

May 21, 2020 by Jason L. Smith

Advisors are poised right now to reach clients and prospects in a way that they’ve never been reached before. #financialadvisors

Women Financial Advisors Have Two Options for Growing a Thriving Business

May 21, 2020 by Adri Miller-Heckman

Your job as an financial advisor is to embrace the business model that best suits who you are as a person, a woman, and an advisor.

Don’t Miss out on Growing This Critical Leadership Skill

May 20, 2020 by Terri Klass

The first step in leaders staying open-minded is to have confidence in themselves. #leadership #entrepreneurs #success #performance

Try Feedforward Instead of Feedback

May 19, 2020 by Dr. Marshall Goldsmith

Quality communication—between and among people at all levels and every department and division—is the glue that holds organizations together.

Making Investment Decisions, Fast and Slow

May 19, 2020 by Alliance Bernstein

Before making an investment decision, the prudent financial advisor asks herself these six questions. #investing #financialadvisors

When Your Client Doesn’t Want to Be Your Client Any Longer

May 19, 2020 by Bryce Sanders

You can’t stop people from leaving. You can let them know they're an important client and you have their best interests at heart. #advice

When the Pandemic Gets Tough, the Tough Get Logical

May 18, 2020 by Dr. Bert Shlensky

The constant uncertainty of trying to survive during a worldwide pandemic is a perfect example of prolonged stress. #business #stress

Who’s Zooming Who?

May 18, 2020 by Bill Acheson

Have you had the time to consider the differences between a live meeting and a videoconference? #business #financialadvisors

4 Reasons Financial Advisors Should Invest in Education and Self-Development Early On

May 18, 2020 by Don Connelly

Financial Advisors are self-employed, every dime of productivity loss in your business comes right out of their pockets. #business #productivity

Covid19: So What Are You Going To Do to Get Out of This Mess?

May 16, 2020 by Timothy Hughes

The pre-covid19 plan won’t work and you need to change and that will mean you need to take risks. #sales #business #entreprenuers

How Financial Advisors Can Leverage Their Team to Grow

May 15, 2020 by Shauna Mace

Growing a scalable and sustainable business you will need to figure out how to use your people resources. #financialadvisors

How to Get Comfortable with Uncomfortable Conversations

May 15, 2020 by Alli Polin

The next time you consider backing away from instigating an uncomfortable conversation, instead commit to leading with confidence.

Always Filter What Industry Experts Claim to Be Fact

May 15, 2020 by Paul Kingsman

Filter what industry experts claim to be fact. Does what they’re saying make sense to you and align with your experience? #financialadvisors

How Financial Advisors Should Maintain Their Business During COVID-19

May 15, 2020 by Susan Danzig

Though this is an unexpected situation, it provides the opportunity to truly enhance relationships with your clients. #financialadvisors #business

How One Succeeds Matters More Than Simply Achieving Financial Success

May 14, 2020 by Brett Davidson

Every business I know that operates with these things at the forefront, rather than chasing mere results, ends up with serious payback.

How to Influence Decision Makers

May 14, 2020 by Dr. Marshall Goldsmith

These eleven guidelines listed are intended to help you do a better job of influencing decision makers. #influence #authority #financialadvisors

Selling is Out, but Financial Advisors Should Be Marketing With Meaning

May 14, 2020 by Strategy Marketing

Be the financial advisor who people rely on to give honest and valuable advice – someone who has no agenda except to be helpful. #financialadvisors

Is Virtual Selling Really Different? Here Are the Facts

May 14, 2020 by Andrew Sobel

The basic principles that lead to successful business development don’t change whether you are meeting in person or are on a video conference.

A New Environment Is a Great Opportunity for Sales

May 13, 2020 by Monika D'Agostino

Sales should provide solutions that are profitable yet meaningful, to partner with our prospects and clients to help each other be successful.

Cultivating a Wealthy Mindset

May 13, 2020 by Terry B. McDougall

Not only can a wealthy mindset lead to happiness and career success, I believe that a wealthy mindset is required.

How Financial Advisors Can Overcome Their Four Main Time Challenges

May 13, 2020 by Shauna Mace

Time is limited but what’s really stopping you from making progress towards your goals? #financialadvisors #timemanagement

How Financial Advisors Can Master Client Acquisition Through Webinars

May 13, 2020 by Grant Hicks

Financial Advisors should continue to have webinars for the rest of the year, to reach more and more people than ever before.

Remote Work Is Now: How to Make It Better!

May 12, 2020 by Achim Nowak

How our current work-at-home scenarios may affect both the output quality of your teams as well as their emotional well-being. #futureofwork

How Financial Advisors Can Achieve the Values Based Mindset

May 12, 2020 by Mike Garrison

How you explain what and why you charge will be a massive difference maker in whether or not prospects choose you. #advice

Things People Despise About Big Companies Make Them Great Investments

May 12, 2020 by Bryce Sanders

The things the general public dislike about big business are what makes those big companies good investments. #investing #stocks

How to Champion the Return to Business

May 11, 2020 by Nancy Fredericks

What can I do on my return to be more engaged and prepared to make a difference? #financialadvisors #business #workforce #lead

8 Stories to Help You Build Trust and Land Clients

May 11, 2020 by Don Connelly

Lots of things can kick the door to a new client relationship open, but in the end, it’s your stories that will draw them in. #financialadvisors

Five Leadership No-No’s During a Crisis

May 08, 2020 by Terri Klass

If communication is the oil that keeps a team or community running, now is the time for leaders to focus on the best way to stay connected.

The Essential Skill You Need To Be Successful

May 08, 2020 by LaRae Quy

Look at empathy as a data-gathering tool that helps you understand your environment. #performance #success #business

Change the Conversations to Address Your Client's Vulnerabilities

May 08, 2020 by Ross Marino

Fear-based decisions or indecision can create even more stress and potentially lead to financial ruin. #financialadvisors #commuinication

Covid19: Why You Shouldn’t Furlough Your Sales People

May 08, 2020 by Timothy Hughes

What you do in the next 4 weeks will decide if you will come out of this fitter and stronger or you won’t survive. #business #sales

The Three Steps to Own Your Day and Your Growth

May 08, 2020 by Shauna Mace

Spend your time wisely and own your day, and you will grow your business to the next level. #financialadvisors

Resilience Is the New Critical Success Factor

May 07, 2020 by Don Trone

Resilience is going to determine the quality of your reopening, your first mover status, and whether your new normal will be a success.

Covid-19: 5 Long Term Strategies for Sales

May 07, 2020 by Mike Brooks

All these sales strategies will not only bring you more business, but they’ll make you feel better, too. #financialadvisors #business #sales

Are You Sending the Wrong Message to Prospective Clients?

May 07, 2020 by Julie Littlechild

If someone doesn’t acknowledge the current situation when they communicate with us, it feels like they missed that everything has changed

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