Most Read IRIS Articles of the Week (March 13 - 17)

Most Read IRIS Articles of the Week (March 13 - 17)

Here’s a look at the Top 11 Most Viewed Articles of the Week on IRIS.xyz, March 13 -17, 2017 


Click the headline to read the full article.  Enjoy!



1. The ONE Thing That Could Lose More Than 50% of Your Clients


For just about any practitioner to lose 56% of their clients in a year would be a disaster.  It is enough to jeopardise a practice entirely of course, but even in a best case scenario it will hurt horribly, and for quite a long time. — Tony Vidler

2. 10 DOs of Proper Content Marketing


By now you should have heard many reasons why you should put efforts into content marketing and possibly some advice on how often to produce content, how to share it, with whom to share it and what types of content to share. — Jasmine Sandler

3. Why the World's Top Brands Are Spending Top Dollar on Influencers


In case you hadn't noticed, there's a major transition happening in both the B2B and B2C worlds: more and more of the world's leading brands are shifting their marketing budgets over to influencers. Well, I hate to say I told you so! — Tony Wood

4. Why You Should Beware of Offering a Second Opinion


Offering a second opinion is not the great prospecting tool you may have heard it is. In fact, it can open you up to all kinds of dangers. One account can quickly turn into eight accounts — then what? — Paul Kingsman

5. The Value of Appreciation and Acknowledgement


You might be shocked to know how significant acknowledgement and appreciation can be in someone’s life. — Jeff Gibbard

6. Bitcoin? Etherium? Who Will Win the Cryptocurrency Crown?


The end game is that there will be a digital currency we can all buy into.  Whether it’s bitcoin or bityuan or ekrona or ether or monero or any of them, who knows … it could be all.  Equally, it could be none. — Chris Skinner

7. Three Ways to Create Something Original


It’s getting harder and harder to create something original because there is more and more stuff being distributed, searched for, and copied on the Internet. — Andrew LaCivita

8. KFC's 11 Secret Herbs & Spices: What Can be Learned From an Estate Planning Perspective


In the culinary world, a secret recipe is everything. For fast food giant KFC, the recipe for its chicken is so closely guarded that it sits in a 770-pound safe covered in two feet of concrete and monitored by motion sensors and video cameras. Seriously, it sounds like something out of a Mission Impossible movie! — Alec Borenstein

9. The Impact of Working with a Narcissist


There are different types of narcissists but handling them is always the same: be humble, don’t engage. — Tanya Beaudry​​​​​​​

10. Five Reasons Why You're Not Getting Referrals


​Are you getting enough qualified referrals from people within your network? Or are you relationship rich but referral poor? — James Pollard

11. Hire for Passion, Train for Skills


Listen to them, and make sure you take actions that let them know you are listening. Every human being needs to feel that their contributions are appreciated and that their opinion matters. Otherwise work is a mindless drudge with no purpose ... — Ted Rubin​​​​​​​

Douglas Heikkinen
Perspective
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IRIS Co-Founder and Producer of Perspective—a personal look at the industry, and notables who share what they’ve learned, regretted, won, lost and what continues ... Click for full bio

How to Introduce and Position Yourself the Right Way

How to Introduce and Position Yourself the Right Way

Introducing yourself – more to getting it right than you think!


What do you say when someone asks you “so what do you do?”

You might say, “I’m a financial advisor”. Or “I’m an investment advisor”. If you’re a top advisor, you might be compelled to say “I’m Vice President and Portfolio Manager”. Or even “I’m a CFA”.

Well put all of those away if you’re introducing yourself to a woman you might want as a client. None of the above will impress her – she might even “run for the door” thinking you’re going to try to “sell” her something.

Your goal is have her say “tell me more about that”.

So what do you say?

Here are 4 quick tips:

  1. Make it about your clients
  2. Make it about outcomes
  3. Make it interesting
  4. Make it fun
     

How about something like this: “I help people have their cake and eat it too”.  Doesn’t that beg the question “what does that mean” or “how do you do that”.

Okay maybe that’s a bit over the edge but it’s important you make it about the people you help and not about what you do to help people get there.

Related: Turning a Female Prospect Into a Client

Try this:

I help <type of people you serve”> <achieve this>. Something like:

  • I help retirees create a sustainable income.
  • I help women understand money on their terms.
  • I help young couples get a good start towards financial security.
     

Now you try it! Send us your best one.

Find more resources and follow us through our website www.strategymarketing.ca

 

 

Strategy Marketing
Marketing to Women
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Paulette Filion and Judy Paradi are partners at Strategy Marketing and have run their own businesses for more than 20 years. Paulette is an expert in financial services and Ju ... Click for full bio