Merry Christmas. Happy Holidays. How will you serve your clients better in 2019? What gifts should you bring your clients in the coming year? These…
Continue Reading....Year: 2018
How Can Advisors Get More Referrals to Grow Their Practice?
How do you find more business, improve your speed to market, and create a network of raving fans? For financial advisors, it is critical to…
Continue Reading....Who Are You Thankful For This Thanksgiving Season?
Happy Thanksgiving! Every year my list of what I’m grateful for gets longer and every year I become more thankful for the people who have…
Continue Reading....Insurance Professionals, Are You Selling Like It’s 1999?
I got a note from a friend who I worked with in the late 1990s. He and I had a great time selling sales force…
Continue Reading....How to Grow Your Insurance and Advisory Business in 2019!
It’s time to explore how we can grow your insurance and advisory businesses in 2019 and beyond! What does it take to get your business…
Continue Reading....Advisers, How Can You Build Great Strategic Partnerships?
I recently had an interesting call with an executive at a large insurance agency. I’m working on a project that requires me to help train…
Continue Reading....What are the critical numbers for your advisory practice in 2019?
Last week we talked about how financial advisors can better understand their clients needs for a successful 2019. Using the soft side of client relationships…
Continue Reading....Advisors, Have You Earned a Seat at the Table for 2019?
I work with many financial advisors on their marketing. As we start planning for 2019, we try to uncover what they have done well. Simply…
Continue Reading....How do you keep creating value with your long-term client?
Successful financial advisors focus on understanding what their clients value in their relationship. What would your best long-term client think you do better than others…
Continue Reading....Are Advisory Services in the Future for Accounting Firms?
What is the future of accounting? How will accounting practices keep their seat at the table in times of digital disruption? Should you consider adding…
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