Seven Articles! Stop selling, start closing! Why keep in touch? Why families cruise together! More!
Seven articles!? They address several subjects concerning adding and keeping clients.? Did you have a favorite article?? Please let me know in the Comment section below/
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In the sales process, you need to ask for the order.? Few prospects say: “Stop talking.? Where do I sign?”? But you cannot say, “Are you going to buy or not?”? My article looks at tactful ways to transition from presenting your proposal to asking for business.
6 Compelling Ways to Ask for the Order ThinkAdvisor (3/25/24)
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You met someone at an event.? They have the potential to be a friend, possibly provide introductions or become a client.? Maybe all three!? How do you reconnect?? Flashbacks of dating come to mind.
How to Reconnect with That HNW Individual You Met Socially Financial Advisor (3/25/24)
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Many financial advisors attend museum exhibition openings and galas in support of a charity.? They are often surrounded by people they don’t know.? Here are several ideas how to start conversations and get other people talking.
Icebreakers for the Big Event: Part 1 – Museums and Galas ThinkAdvisor (3/26/24)
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Years ago, many advisors opened accounts with municipal bonds.? While we rejoiced “I got a new client” our manager would say: “No, you have a prospect who bought a bond.”? You need to cultivate new clients once they are onboard and build the relationship. Otherwise, you can win the sale and lose the client.
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8 Mistakes to Avoid When Taking on a New Client Advisorpedia (3/29/24)
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“Money can’t buy happiness, but it keeps the kids in touch.”? When we took our first Christmas cruise to the Caribbean last year, we were surprised at the number of multigenerational family groups onboard.? My article looks at the logic.
The Wisdom of the Multigenerational Cruise Rethinking65 (3/29/24)
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Early Spring can be a period of optimism after a long winter. Advisors should be in a good mood. They can easily share this good cheer with clients.
Five Ways for Advisors to Stay on a Client’s Radar This Spring LinkedIn (3/26/24)
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Agents and advisors often get involved in the local community.? It is a way to give back.? It is also a gateway into social circles they want to join.? Some people join a group, don’t see any business opportunities and get discouraged.? Many wonder “If business might come, where does it come from?”
Community Involvement: Where Does the Business Come From? LinkedIn (3/28/24)