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
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
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
It's a must-have because many other "business best practices" include questions this exercise answers, too! The tool is called The F.A.B. Exercise. F.A.B stands for features, advantages, and benefits. I started using the process I teach you below to help me rename my business. Then as clients needed to name or rename their business or
Starting an article with a blank page in front of you is difficult. This article will give you ideas on how to choose topics to write about and it may even bring you just a little more confidence to write your first or next article today. Writing an article is easier than you think!
Create technology boundaries. Don't allow technology to get in the way of family time or be the cause of customer disservice. Clearly share technology boundaries with others. Here's a good example: The coaching industry has performed virtually since its inception in the 1980's. We meet with clients via online session calls. Our marketing started with
The best time to hire an advisor is when you're ready. Sounds simple enough, but as an advisor yourself, you know that there is more to being ready that most people realize. I'm sure you've had clients who went through the motions and you knew they wouldn't better themselves. People who wanted quick fixes when
Last call for Black Friday Specials Now there will be 2 announced on Friday! 1. There will be a one-day program where you'll create your firm's vision, mission, 2020 goals, objectives, and an action plan. 2. I'm also adding a life and business coaching program. ====> Sign up to learn more here
S.Y.S.T.E.M.S. identify the bottlenecks in your workflow. Creating systems involves examining a process step by step so that you find hiccups and other problems. The process of defining and refining your workflow with systems makes your business run smoothly. Which systems are you missing? Which do you have? Use the list below to and check
Today's tip is a no-cost-to-you opportunity, for advisors and business owners, to be "published", possibly by a top publication by providing your advice or opinion, in a few sentences or a paragraph to a journalist. That's how I was published in Entrepreneur Magazine, Huffington Post, and a few other major publications. And I've been interviewed by
