16 Articles! Find 100 new prospects! Showcase your sincerity! Everyone is a somebody! More!
16 Articles!? This newsletter covers two weeks and arrives on Monday, not last Friday.? We were on vacation.
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Financial advisors like scripts.? It provides a starting point and helps you get back on track if the conversation goes off in another direction.? The right phrase is like a little script.
10 Useful Phrases to Get Clients to Act ThinkAdvisor (1/8/25)
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Advisors might think “I already have an advisor” is a polite way of saying “Go away.”? You can make the case everyone with money to invest probably has someone who provides advice.? This can be an opportunity to learn more.
11 Steps to Take When You Hear “I Already Have an Advisor” ThinkAdvisor (1/6/25)
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Do you find the holiday season stressful?? So does everyone else.? January can be a great time to leave the cold weather behind.? It can be an ideal time to visit Europe and avoid the crowds.? This can be a cost effective getaway too.? Plant the seed.? See if it takes root.
10 Reasons Your Client Should Take a January Vacation Financial Advisor (1/16/25)
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When you give your time to a worthy cause, people often admire your effort.? It demonstrates a good character trait.? They might think “I like that guy.? I would do business with him.”? Do they know what that business is?
When You Volunteer, Do People Know You Are an Agent? ThinkAdvisor (1/15/25)
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Financial advisors get involved in the community for all the right reasons.? They likely meet HNW individuals along the way.? The wealthy are approached all the time for business.? How can they tell if you are sincere in getting to know them better?
How Can People Tell If You Are Sincere? InsuranceNewsNet (1/6/25)
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January is the time many people make resolutions.? They want to get their life back on track or remedy mistakes.? You can help client by prompting those questions.? Here are several financial Professionals should be asking themselves.
12 Questions Financial Advisors Should Resolve to Ask Themselves Advisorpedia (1/14/25)
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As a financial advisor, a key aspect of your practice is financial planning.? Many people live day to day.? As their advisor, you are in a position to encourage them to take the long view and consider “what if” situations.
10 New Year Resolutions Clients Should Make Financial Advisor (1/6/25)
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Many people buy a lottery tickets when the jackpot approaches a billion dollars.? Has your client imagined how they would spend the money?? Are depressed if they don’t have the win?? Some of those dreams might still be within reach.? Help them put a price tag on those dreams.
Is Your Client Upset They Didn’t Win the Lottery? Advisorpedia (1/7/25)
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All financial advisors need new client, even if it is only to counter attrition.? Referrals are often the preferred strategy.? Your client probably knows other people just them them.? If you solved a problem for someone, they likely know others with the same problem.
Where Will 100 New Prospects Come From in 2025? Horsesmouth (1/8/25)
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When celebrities and influencers get lots of attention, it is easy for many people to feel they are nothing special.? That is wrong.? Everyone should have something that makes them stand out, a trait to be admired.? Help your client discover their superpower.
Everyone Is a Somebody MDRT Blog (1/3/25)
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Many clients want to deal the person whose name tops the team’s title.? Their requests are often handled by another team member.? The top person might be pulled in many directions.? Junior team members could give more personal attention.? Get them comfortable with this idea.
7 Ways to Get Clients Comfortable with Junior Advisors MDRT Blog (1/3/25)
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Some older clients might have taken foreign travel off their “to do” list.? They complain about airports and crowds.? They have excuses why travel isn’t for them.? Help them to understand the travel industry is great at catering to people who might be older or have limited mobility.
8 Ways to Get Clients to Broaden Their Horizons Rethinking65 (1/17/25)
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A good travel agent is an essential resource if you are new to cruising.? Different cruise lines have different personalities.? They cater to different age ranges too.? Choose the one that would make you feel most comfortable.
A Cruise Traveler’s Ten Tips For Selecting a Cruise Line AllThingsCruise (1/18/25)
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If you are involved running a nonprofit, you want your members to renew their membership on schedule. This is easier when lots of events are taking place. What about the slow season?
Keep Your Nonprofit Members Engaged in the Slow Season LinkedIn article (1/6/25)
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Travel is a competitive business.? Everyone sees the ads on TV about different hotel guests paying different amounts for a similar room.? You found websites that can alert you to great airfares to favorite destinations.? The cruise industry has it’s own version of competitive pricing.
How I Saved Money Using CruiseCompete AllThingsCruise (1/6/25)
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You might think because cruise ships sell wine, they do not allow you to bring your own. You might be surprised.
Should You Bring Wine on Your Next Cruise? Linkedin article (1/7/25)
Supporting Fund Managers/Family Offices I Product Development
1 个月Great lessons in #relationships and #consumer behavior thanks Bryce Sanders