29 November 2017

Top 5 Ways to Grow Your Customer Base with Raving Fans

2022-08-07T16:15:32-04:00November 29th, 2017|2. Management|0 Comments

You never know what great things social networking will bring to your doorstep. Often, the time I spend on LinkedIn or other social networking sites attracts prospects to my newsletter and some great clients to my website.  However, every now and then something different happens. Like back in 2013,  I was contacted by Staples to write an article that will help business owners be more successful. The article was featured on their Small Business website. I'm providing it below for your use.   Top 5 Ways to Grow Your Customer Base with Raving Fans Everybody finds success in different ways.  Integrate these 5 tips and no matter what kind of business you’re in or for how

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19 November 2017

Meeting Schedulers Can Increase Advisors Productivity Request our Guide

2022-08-07T16:15:33-04:00November 19th, 2017|Productivity & Goals|0 Comments

Give your clients, website visitors, and others, the option of scheduling appointments themselves. Instead of all the back and forth emails or calls, use a Schedule Calendar App. Improve productivity? Sure. First, clients who schedule meetings on your calendar save you time. But more than that, every time you're interrupted during the day, it takes you 10-20 minutes to get back on track. Many schedulers plug into your existing calendar and allow you options about how long the meeting should be, and when you’re available. For free, you can usually set up one type of appointment. The best services don’t ask visitors to choose their time zone – it picks the time zone based on the

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4 November 2017

10 Things Advisors Can Learn From This Old House

2022-08-07T16:15:33-04:00November 4th, 2017|Leadership|0 Comments

While I still miss Bob Villa, I’ve continued to watch This Old House from its inception. The program (and all old home books I purchased) gave me the confidence, at age 25, to redesign, help gut, and become a general contractor for a beach bungalow turned into my first home some years ago. Mistakes, I made plenty and I’m sure they cost me about 5K. But I sure did have a lot of fun! As I watch This Old House today, I continue to learn more home building and business tips. Here are 10 strategies that advisors can learn from, too. 1. Pay attention to the foundation of your firm. If you find yourself burnt out

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16 October 2017

Simple Ways To Build Trust With New Clients

2022-08-07T16:15:33-04:00October 16th, 2017|Leadership|0 Comments

Before someone trusts you, it’s first necessary to become known and liked. Developing trust takes time. Stop Talking About Yourself Yes, your credentials, knowledge, and what you can do for clients is important. But people who recently met you really don’t care about you or your services. Think about it. When you meet a stranger it’s about WII-FM (what’s in it for me) and how can you make their lives better (the results). They will pay you to achieve a result or many results. While they may not know all the outcomes they want, they’re talking to you because they’re somehow struggling, and they believe that you’re the person who will help them become unstuck. So,

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28 September 2017

Advisor Business Building Videos (3)

2022-08-07T16:15:34-04:00September 28th, 2017|2. Management, Trainings - Podcast/Webinars|0 Comments

To celebrate my 20th year in business at the end of this year, I'm giving you free access to 3 Business Building Videos. There is absolutely nothing to buy. There is nothing to subscribe to (unless you want to get more marketing and management tips from me. My clients use these videos as a basis to create their business plan, niche, and develop an ideal client profile. Now, so can you! Video: Niche Clarity The first step in strategically acquiring clients is to determine a niche; a general area of people/population, passion, and product/service. If you don’t have a niche or need to change it, start here: Video: Business Vision Statement / 5 Steps To A

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