22 March 2017

Appointment Schedulers Offer Advisors Increase Productivity

2022-08-07T16:15:38-04:00March 22nd, 2017|Technology|0 Comments

Online appointment scheduling software is both a productivity and client service tool.  It's one way clients and prospects can schedule a convenient and timely call with you.  But remember,  some people prefer to schedule appointments by phone or email while others enjoy using an online scheduler. Scheduler technology provide you (and your team) with a secure and private dashboard online to view your entire schedule, and with whom you’re meeting. What people see, when they want to schedule a meeting with you, depends on how you run your firm and set up the app you choose.  You can show all the days and times you're available or choose certain times for certain types of meetings at days, times, and

12 March 2017

Free MS Office Training For All!

2022-08-07T16:15:38-04:00March 12th, 2017|Technology, Trainings - Podcast/Webinars|0 Comments

When you put aside 10 minutes every morning for computer training, in one month, you'll increase your productivity by saving yourself many extra steps, over and over again. Last week I taped a podcast series for an association and learned that the PowerPoint slides I submitted weren’t formatted properly.  Someone at the association fixed them. While my version of slides looked great, I had used square slides when the current preference is rectangle. What I also realized was that it had been nearly 10 years since I attended a computer class. Egads!  Today I added a 2-year reminder to my Outlook calendar so that I don’t get this far behind ever again. So, this week, I

6 March 2017

Automatically Send Twitter and Facebook Your Posts

2022-08-07T16:15:38-04:00March 6th, 2017|Social Media|0 Comments

Today's technology tip is a time save. It's called Revive Old Posts, and it's a free WordPress plugin. Actually, their original name is Tweet Old Post, and it keeps your old posts alive and attracting traffic to your website. The free version of the plugin sends posts (articles) that you have on your blog to your Twitter and Facebook accounts at a time you choose. I've been using it for 4 years now, and have it set to send out a post every 10 hours. This way it looks like I'm more active online than I am. And if you're not active very often, but have a good number of blog posts, you can look more

12 February 2017

Is Your Financial Firm Leaking Profits? (Request free quiz)

2022-08-07T16:15:39-04:00February 12th, 2017|Pricing|0 Comments

Is Your Financial Firm Leaking Profits?  Get Coach Maria’s  FREE Leak-Proof Profits Quiz. FIND the LEAKS and EARN what you deserve! To get a FREE copy of this powerful, thought-provoking profit assessment, follow these instructions: write "YES" in the comment section below (you will be whitelisted) follow this link to download it:      PLUS  immediately receive our Advisor's Toolkit with business building videos, assessments, and our networking report.    Coach Maria’s Leak-Proof Profits Quiz . . . identifies 19 key (and often hidden) factors that can cause profit loss suggests easy ways to adjust your pricing for higher income and profits explains why you might be feeling dissatisfied with client work or your business—even though you

29 January 2017

157+ Possible Financial Advisor Niches

2023-01-14T04:45:59-05:00January 29th, 2017|Niching & Attracting Ideal Clients|4 Comments

Years ago, while working with a client to grow his business, he asked me if I had a list of advisor niches.  I didn't have anything written down and I told him that I would find him one or two lists online. But I couldn't find any lists.  I was surprised and amazed. Why?  All the research shows that the most successful advisors have a niche (and a business plan).  I mean, shouldn't every advisor who is running their own business or book of business have a niche? As I continued researching, I also was interested in the history of niching.  There was none, either! My previous niche marketing research, knowledge I'd grown up with from

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