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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28 September 2017

I hate writing, do you?

2022-08-07T16:15:35-04:00September 28th, 2017|Writing Articles|0 Comments

- - - - - - - - - - - - - - - - - - - - - - - - - Celebrating 19 years of writing! - - - - - - - - - - - - - - - - - - - - - - - - - I hate writing and try as I have, I suck at it and yet, I still I do a lot of it! But no matter what classes I took to write better, proofread better, etc., they didn’t work. Like many of you, I’m an insightful idea person (that’s what my clients call my out of the box ideas that they use

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24 July 2017

Advisors. Follow-up is not rocket science.

2022-08-07T16:15:35-04:00July 24th, 2017|Networking|0 Comments

Follow-up is not rocket science. You follow up with people you want to know better. Maybe you can use their services. Maybe they can use your services. Maybe they'll be good strategic partners. Maybe your clients could use their services or products. Maybe you want to conduct a teleseminar with them. Most important is that you feel that knowing them will add value to your life. Next, make the call or send the email then follow up with a call. Be honest. "I'd like to meet with you because I think we have similar clients and I'd like to get to know you better". OR "I'd like to meet with you because your "product/service" really sounded

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8 July 2017

Why Get Paid To Speak

2022-08-07T16:15:36-04:00July 8th, 2017|Speaking|0 Comments

Many conferences and some firms expect speakers to speak without payment. I find this is true no matter what industry they're in... but the accounting and finance industries are big culprits of not only asking speakers to speak for free... but some also ask speakers to pay them to speak! After all, "you could get some business". And it does happen sometimes, when you speak for free, that you do gain a client or two. You could be asked to speak at 7 am or 7 pm and it would take you a few hours or a plane ride to get to the event. Worst yet, is when a business doesn't want to pay for a

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24 May 2017

Advisors: Don’t Let LinkedIn Shut You Down

2022-08-07T16:15:37-04:00May 24th, 2017|Social Media|0 Comments

Don't Violate LinkedIn's User Agreement Terms Even if you don't use LinkedIn, and I'm not sure why you're not using it as a marketing and prospect tool, your LinkedIn profile is working for you. When you search someone's name using Google, Bing, etc.  chances are that the person's LinkedIn profile will appear  on the first page, in the first 3 spots.  Sometimes before their own website. Try it! Because of that, your name, on your LinkedIn profile is very important. I learned just how important when, in 2010, after 6 years of using LinkedIn, my account was suspended without LinkedIn notifying me.  One day I went to my account, and couldn't get in. Last thing I

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