Let’s Help Other Humans (& Ourselves) Cope With Pandemic Stress (Survey)
Loading…
17
March 2020
15
March 2020
Get (free) help with accountablity while you’re working from home
Humans, all over the world, are dealing with so much "unknown". At a time when we need each other, we're being asked to keep our "social distances" from each other. We have options. Find support in your homes. Keep in touch with other relatives and friend virtually, whenever possible. Look around your block. Who is over 60 who might need food or medication? Put a note in their mailbox for them to call you for your help. Find support online. Find support, even with personal contacts using virtual resources (Teleconferencing, SKYPE, Facetime, StartMeeting, Zoom, etc.) Find personal support online. Other than joining a local Facebook group, check out Nextdoor.com Its all about connecting with neighbors. What
15
March 2020
9 Ways Advisors Can Easily Meet With Clients or Prospects Virtually
In 1998, while living in North Carolina, I presented a marketing program to 40 business development offices. Nothing strange there, but the program presented was taught virtually. I saw no students in person. The concept of conducting a talk virtually was alien to me as well as pretty much everyone in the offices. And I have to say, with the headset and other technology on and around me, I felt like a Martian! Webinars were so new then, and mine was 20 minutes late due to some towns not being able to connect. As far as I know, the state of NC was the first place I knew of to create a platform. They wanted business
4
February 2020
7 Ways to Improve Your Website For Potential Prospects & Clients
Image courtesy of Stuart Miles at FreeDigitalPhotos.net Your website serves as the first impression of your business online. Potential clients use it to compare your firm to your competitors’ firms. Therefore, it's a best practice to review your website for errors, inconsistencies, and other required changes each year. Below are a few common places to start shaping up your website. Check for Broken Links on Your Website Broken links can occur on any website page. You’ll know a link is broken when you click on it and an “error” page shows up instead of the page you originally linked to. This happens because the page you linked to was either moved or has
22
January 2020
How To Create An Advisory Firm Business Plan When It’s The Last Thing You Want To Do
Creating your first business plan, whether you're new to business or an established advisor starts with introspection and continues with your answers to the 24 business development questions below. I've provided you with questions that will get the process going. If you're in need of funding, answer these questions BEFORE you sit down with business plan software that will walk you through a much longer but necessary process. If instead you need a plan to help you run and scale your business, start by answering the questions below. Then get on the wait list for my next Create Your Business Growth Plan Masterclass wait-list to learn how to put everything together and monitor what you've created.