27 August 2011

Bad Clients Were Bad Prospects First: Spot ’em Fast and Leave ‘em Behind

2022-08-07T17:45:48-04:00August 27th, 2011|Niching & Attracting Ideal Clients|2 Comments

We do our best to avoid it—the dreaded NO. No usually means we didn't lock in the business we wanted, or didn't make a deal. Chances are, however, you really want to hear certain people say NO—you just don't realize it! Why? Because your success depends on spending time with quality prospects who fit within your ideal client niche. Consider the following seven prospect types, and learn why sometimes hearing NO—or saying NO to a prospect—can save you money, time, and a nasty headache (or lawsuit). Prospects You Want to Say NO To Before They Become Clients From Hell   Type 1 - Freebie Seekers Freebie Seekers attend every free event you offer, take notes, and

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19 August 2011

5 Tips on Why Women Buy

2022-08-07T17:45:48-04:00August 19th, 2011|3. Marketing|0 Comments

by Paula Damiano Editor, NAFE News & Notes  www.NAFE.com “If the consumer economy had a sex, it would be female.” So says Bridget Brennan, CEO of The Female Factor Corporation and author of Why She Buys: The New Strategy for Reaching the World’s Most Powerful Consumers (Crown Publishing, New York: 2009 – paperback due out in September 2011). Women in the United States drive 80 percent of all consumer spending. Gender shapes our world view more than race, age or income. But women themselves often have a blind spot about gender and marketing, having worked or been trained in a male-oriented business environment. So what do we really want – and how can businesses (women-own enterprises

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15 August 2011

What do these ratings things mean anyway?

2022-08-07T17:45:49-04:00August 15th, 2011|Pricing|0 Comments

I've been asked about the importance of ratings and what they mean. IN GENERAL The main importance of a rating is to the entity issuing bonds.  The higher the rating (AAA being the highest) the lower the interest rate to the entity selling the bonds.  Entities can be the government, municipality or corporation. Another importance is to those individuals, institutions or companies who own bonds.  If  you own a bond and rating goes up, your bond should be worth more money.  If you own a bond and the rating goes down, if you were to sell the bond, it would be worth less than you paid for it. MORE INFORMATION (from the horse's mouth so to speak) Moody's :

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12 August 2011

10 tips for the ‘social’ financial professional when creating your LinkedIn profile

2022-08-07T17:45:49-04:00August 12th, 2011|Social Media|1 Comment

Originally written by Maria Marsala as a guest columnist for RIA Biz.   Do you realize that a search for your company or your name will often produce your professional LinkedIn profile before your.  No website?  Link to your LinkedIn profile on your marketing materials.  Working on a website?  If you own a URL (domain name) you can have that domain forward to your LinkedIn profile.  With an OK from your Compliance person, of course. As a financial professional, you spend a lot of time looking for prospects.  Often, your daily routine is consumed by a numbers game in which more prospects translate into more clients. The allure of social media is great.  But how do

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5 August 2011

LinkedIn Tip: Getting Financial Advisors Through Compliance

2022-08-07T17:45:50-04:00August 5th, 2011|Social Media|0 Comments

The adage, "ask forgiveness, not permission", does not apply to the financial sector. Contact your compliance department to learn its social media protocol.  However, use a collaborative approach to making requests; don’t ask, “Can I . . .?” but rather, “How can I . . .?”  If your firm doesn’t have a written social networking usage document, get involved with creating one.  Volunteer as a test case. © 2011 Maria Marsala founded Elevating Your Business to provide focus and accountability to accounting and financial professionals seeking to substantially grow their business. Social networking is one of many marketing strategies advisors can use to grow their practice. Maria is a former Wall Street trader and was an

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