When is the best time to do a client review? As you may have noticed I’ve been writing less frequently than I have in the past. I have a new role and it has me travelling more extensively as I begin setting up key partnerships and meeting new clients. One…
Continue Reading....Tag: tripp braden
How Can You Begin Investing Between the Lines?
I’m getting ready for another exciting Berkshire Hathaway annual meeting this weekend in Omaha! It’s the first where I get to help my investing clients get a better handle on what’s happening at Berkshire Hathaway and the business world overall. Warren Buffett and Charlie Munger will be holding court and…
Continue Reading....How Jesus Christ Changed the World In Two Words!
He lives. In saying this, the history of mankind was changed forever. How could so few words change the world? Jesus Christ lives. How does this impact serving leaders? Must you follow his life to be a great serving leader? I’ve known many of the world’s serving leaders and not…
Continue Reading....How Do You Build Your Successful Leadership Brand?
Are you positioned to provide your clients with the service they require as they move into the next phase of their lives? Are you prepared to work with clients who have a different view of the world? Clients who are digital natives who have significantly less client loyalty to their…
Continue Reading....Do Your Sales Results Need A Social Selling Makeover?
Do your sales efforts need a social selling makeover? Many of my newer clients swear by their social selling results. Many of my old line manufacturing organizations are still struggling to get their sales teams to begin using a social selling process. I think the problem is more terminology based…
Continue Reading....How Can We Love Each Other Like Dr. Martin Luther King Jr.?
As we celebrate Dr. Martin Luther King’s life today and his message of peace, love, and healing, it reminds us all that one person can make a huge difference in our world. I’ve been doing significant research leading up to today. For many years, I’ve been given an opportunity to…
Continue Reading....How can financial advisors build successful partnerships in 2019?
How do you build stronger partnerships with centers of influence? What does it take to build key partnerships with people who can help you build your practice? Can building extraordinary partnerships be a successful client acquisition strategy?
Continue Reading....Who are the next generation of digital sales leaders?
What does the future of sales look like? How do insurance organizations attract the best people to the sales profession? Our answer is to help the next generation of insurance sales professionals become digital sales leaders. Things are changing, sales are changing, and we have a solution that can help…
Continue Reading....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 make every call count. Many sales experts say it takes over eight calls to close your first deal with a new client. Can getting referrals…
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 come into my life over the prior12 months. Who are you thankful for?
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