12 Articles! Don't be late! Get prospects to Commit! Why you are not too expensive! More!
12 Articles!? OK, so we were away on a cruise for two weeks and couldn’t create a newsletter afloat.? Here is two weeks of Friday newsletters, sent on Saturday.
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If you deliver a proposal, then wait for an answer many prospects will say:: “Let me think about it.”? Here are several ways to help make the decision timely.
12 Ways to Nudge Clients to Commit ThinkAdvisor (5/28/24)
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Many people think of jobs as having or not having benefits.? Do people understand what benefits really cost, especially if they needed to buy the equivalent with their own money?? Some benefits packages really are better than others.
Its Free Money!? Employers Need to Showcase Their Complete Benefits Package BenefitsPro (5/22/24)
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You know plenty of people.? So does your spouse.? Friends open up to each other.? Can your spouse spot a business opportunity?? Can they tactfully bring your name into the conversation?
Your Spouse Can Tell Your Story ThinkAdvisor (5/28/24)
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How can people respect your commitment to confidentiality if you don’t tell them? Even worse, some friends might simply assume you talk about your clients.? Position confidentiality as a reason friends want you as their advisor.
How to Position Confidentiality as a Client Benefit Advisorpedia (6/5/24)
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Some professionals think financial advisors are salespeople with a fancy title.? You might make money from revenue generated, but you also have a commitment to your clients.? It can keep you awake at night.? Be proud of your commitment.
12 Reasons to Be Proud of Your Career Choice ThinkAdvisor (5/28/24)
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Many people erect a wall between their personal and professional lives.? These same people wouldn’t hesitate approaching a friend if they had something they needed personally.? Your leisure activities can put you in the center of people with business potential.
What Advisors Do for Fun (and How it Leads to Business) Financial Advisor (5/27/24)
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When revenue decreases, some businesses rely on cutting expenses and pushing up prices.? This might work in the short term, but has the potential to do long-term damage.? One of the vulnerabilities can be employee retention.
Business Slow?? 12 Ways to Help Clients Avoid Making Bad Decisions BenefitsPro (5/27/24)
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Do you know someone who is always the last to arrive for the meeting, the one that was held up until all participants were present?? It does not make a good impression.? Hopefully you are not that person.
In Praise of Punctuality MDRT Blog (6/4/24)
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OK, so a million dollars isn’t what it used to be.? It is still a significant milestone ton achieve.? The compounding of interest has incredible power.? The potential to become a millionaire can be a great driver for younger employees to save for retirement.
Lets Talk 401(k)s.? Getting Employees More Comfortable About Building Wealth BenefitsPro (5/27/24)
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Doesn’t everyone want the cheapest price?? It’s common sense.? Sometimes we forget “You get what you pay for.”? Whwen a client says you are to exapensive, think: “Compared to what?”
Responding to Clients Who Suggest You Are Too Expensive Advocis Forum (May 2024, pg 6)
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Your friends like and trust you.? They consider you knowledgeable and ask business questions.? They have not said: “Will you be may advisor?”? Why not?? The answers might surprise you.
Six Reasons Why Friends Don’t Do Business Advisorpedia (5/28/24)
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Have you stayed in a big city hotel, dined out, bought a Broadway show picket or bought a glass of wine in midtown Manhattan?? If you add up all those costs, you suddenly realize cruises can represent great value.
The Value of Cruises Compared to Other Vacation Options AllThingsCruise (6/4/24)
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