Nine articles! You are a winner! Why clients leave! Everyone needs a live agent! More!
Nine articles!? It was a good week!? Do you have a favorite?? I enjoy writing about wine too!? Let me know which topics you want to hear more about in the comment section below.
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Approaches change, but the principles and importance of finding new clients is constant.? The 2024 list starts with: “Thou Shalt Not Worship AI.”? Read on to learn about the other nine!
The Ten Commandments of Prospecting in 2024 Thinkadvisor (4/17/24)
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Does it feel like everyone around you is more successful?? Has someone you know been named to a magazine’s “Top Advisor” list?? Here is how to remind yourself you are a winner too.
11 Ways to Congratulate Yourself on Smaller Wins Financial Advisor (4/15/24)
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Have you ever joined a community organization and discovered people seem hostile to agents or advisors?? It’s not your fault.? Someone in their past was an “advisor behaving badly.”? Group members have long memories.? Here are ways to win your fellow members over.
9 Steps for Advisors to Rebuild Good Will Thinkadvisor (4/17/24)
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Every advisor loses clients.? Often it comes as a surprise, but there are warning signs.? In most cases, we do not want to consider their departure is out fault.? We often create myths to rationalize their departure.
10 Myths Why Clients Leave (and Getting Them to Stay) Advisorpedia (4/16/24)
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Buying clothing online makes sense if you can try it on when it arrives and send it back if it doesn’t fit.? Insurance is different.? You might buy today and not have a claim for decades.? That’s not when you want to discover your calamity wasn’t covered.? You want a real person involved up front.
领英推荐
8 Reasons Why Clients Need a Live Insurance Agent Thinkadvisor (4/17/24)
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Everyone has heard the expression: “We treat you like family” or “We consider you a member of our family.”? This can mean different things depending if you are on the giving or receiving end of the comment.? My article looks at how you can define the relationship for your client.
Defining “We Treat You like Family” For Clients MDRT Blog (4/17/24)
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My wife and I enjoy making new friends.? Meeting people while travelling is ideal because most people are in a good mood and receptive.? Here are several ways I have found to make social connections without being pushy.
8 Ways to Meet People on Vacation With “Client Potential” Horsesmouth (4/17/24)
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Fine wine from an outstanding year can taste…outstanding.? The problem is how to acquire them without spending a fortune.? My article looks at several ways you can make this happen.? Some approaches require patience or advance planning.
The Basics of Buying Hard to Find Wines LinkedIn article (4/16/24)
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I am a big wine fan.? I thought “a day without red wine is like a day without sunshine” until our family doctor told me otherwise.? Enjoying something you love should not be so expensive.? Read about my other “pet peeves” here.
My Nine Frustrations as a Fine Wine Fan LinkedIn article (4/18/24)