9 Articles! Become a citizen of the world! Have you been ghosted? How lawyers get clients! More!
Nine articles this week! Which got your attention?? Please leave a note in the Comment section below.
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You made it!? You are in the right place!? The people you want to meet are here!? But you don’t know them!? What do you do next?? My article explains your options.
How to Start a Business Conversation with a Stranger Financial Advisor (11/6/24)
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You want to bond with clients.? Get away from the perception you only call when you want to sell them something or deliver bad news.? Wealthy people travel a lot.? Ditto retired clients who are financially comfortable.? Talking about travel can create a bond.
Don’t Miss the Opportunity to Talk Vacations with Clients Financial Advisor (11/12/24)
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As an advisor who also does financial planning, you can make the case why a client should make you the first call when they have a problem and don’t know where to turn.
Those Times Clients Need Financial Advice But Don’t Ask Advisorpedia (11/12/24)
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You have heard the expression, “You can’t push a string.”? Sometimes outreach does not work.? Why is your client unresponsive?? What can you do?
Clients Ghosting You?? This May Be Why? Rethinking65 (11/13/24)
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Years ago, a defining feature of a career as a professional was you did not need to market yourself or prospect to find clients.? The landscape has changed.? If you are an attorney at a large law firm, bringing in business is likely an expectation.
How Can Lawyers Get Client Referrals?? Law.com (11/8/24)
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Wine appreciation can be a crossover category to get you accepted into HNW circles.? Unlike a sports car club where you are expected to own a great car, wine appreciation involves buying wine, sharing it and having an open mind, eager to share what you know and learn more.
How Wine Tasting and Clubs Can Get You into HNW Circles MDRT Blog (11/15/24)
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It is extremely cool to visit a foreign city, arrive at your hotel and we greeted with "Welcome back." Here are several easy ways to make yourself memorable in positive ways.
How to Become a Citizen of the World LinkedIn article (11/11/24)
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Cruise lines focus on different target markets.? Some are adults only.? Have you ever found yourself on a cruise with lots of young children?? Here are some tips for finding privacy or the company of other adults.
Tips for Adults on A Cruise with Kids AllThingsCruise (11/13/24)
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Charity galas happen seasonally. Several events occur close to each other. Most people pick and choose. How do you position yours to maximize attendance?
How to Boost Ticket Sales for Your Charity Gala LinkedIn article (11/12/24)
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