These are this past week’s articles that we particularly enjoyed. We encourage you to check them out if you haven’t already done so — and, of course, share them with others.
Don Connelly tells us that you must work hard to maintain the integrity of your relationships over the long term. In 5 Mistakes That Will Cost You Clients he shares with us a set of errors that could end up having you in the firing line.
In marketing, we say that relationships matter, but we run the risk of Marriage Encounter messaging in a Tinder world, even when it comes to financial services. Read Ray Hennessey’s Promoting Financial Relationships in a Self-Service Economy and learn what may be the biggest messaging and marketing challenge we have.
It seems like many people nowadays are willing to share that they’re “having a panic attack”. In Stress, Anxiety and Panic Disorder: What’s the Difference and What Can I Do About It?, Heidi Hanna says helping to reduce the stigma of mental health challenges is a critical part in boosting our ability to provide more people the quality help they need.
Ever wonder what the main points people looking to retire are most worried about? Larry Heller gives them to us in 7 Biggest Concerns Clients Have When Preparing for Retirement.
We’ve all been there: you’re in the middle of something and your phone rings and it’s a sales person calling. What happens next is everything. If you’re a sales person, click on The Little Things Matter in Building Rapport and get a few tips on what those things might be from Mike Brooks.
What If You Found Out You Were Really Just a Ghost All Along? Huh? You’re invisible. You’re a ghost. You just don’t realize it yet. Click the worthy link and discover what Megan Carpenter might be talking about.
Imagine, for a moment, you’re on a date. The restaurant is perfect, the food exquisite and your date has got some real potential. What does this and Prospecting and the Bad Date Syndrome have to do with Financial Services? Julie Littlechild makes a wonderful transition into small steps you can take to help your practice.
In sales, your relationship with your prospect is oftentimes just as, if not more important than, the value of the product you’re offering. Ken Kupchik shares with us 6 Steps To Getting a Prospect to Trust You.
The Cornerstone of Effective Marketing Is Understanding Your Niche
Find Your Why, Before You Give
How Will Asset Managers Find Ways to Distribute Going Forward?
Get Real: Stepping off the Hamster Wheel of Life
The Culture Perception Gaps Between Executives and Employees
Get Naked With Your Money: Wrinkles, Bulges And All!
Do This To Complete Your Vital Activities Each Day
Traditional Retailers Are Failing And It’s Not Amazon’s Fault
Why Following Someone Else’s Plan Never Works
Drive Towards Having Great Money Habits
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Cybersecurity and Privacy: Tips for People with Substantial Wealth
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A Different Way To Think About Leverage
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What You Need to Know about Investing in Healthcare AI
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The Fed’s Next Move May Be No Move at All
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Why The Next Recession Will Be Different
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What You’re Not Hearing About the China Trade War
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The Best Practice Management Idea of the Year
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