16 June 2019

CoachMaria Recommended Website Resources for Financial Advisors

2022-08-07T16:12:07-04:00June 16th, 2019|Website Development|2 Comments

I'm often asked the question "What software do you use for your website?" This article is meant to answer that question. In 1998, a website of 5 pages, with very few graphics cost $5K.  That was the year I started my business.  Like many new business owners, I had much experience and knowledge about the type of business I choose.  I had plenty of time on my hands and didn't have the 5K needed for a website. Unlike most business owners at that time, my business was going to have a virtual office.  That meant in order to be found online, my ideal clients had to be computer literate and I needed a website so they

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20 May 2019

13 Sources of Advisor Niches

2022-08-20T21:56:44-04:00May 20th, 2019|Niching & Attracting Ideal Clients|0 Comments

I've found 13 sources of advisor niches.  Choosing a niche is more than pulling something magical out of a hat  -- yet, that's the process most advisors told me they tried.  More often than not, the process does not work! First, let me tell you what a niche is.  It's a general group of people, businesses, professionals, or corporations whom you work with.  If all you do is create a general description of who you work with, that's not enough.  In fact, it's only one part of how to "Manage Your Niche".   An article I published, that has received numerous mentions and recommendations has listed to get your thought process started. You Want Better Clients I've

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19 April 2019

One Non-Salesy Way To Market Your Advisory Services

2022-08-07T16:12:10-04:00April 19th, 2019|Speaking|0 Comments

Last month, I sent out an article about creating a dream board with the steps to take. Here's what Heidi, an advisor and subscriber had to say: "What great timing for this article!   I just scheduled a workshop for clients to create vision boards. Your suggestions are great. Keep them coming!" Her note went onto say that Heidi is hosting a Vision Boarding event for her clients. Intimate marketing a "non-salesy" way to market a business and continue to retain clients.  They are small gatherings of ideal clients and 2 of their friends for an event.  They allow clients to get to know you on a deeper level, you to get to know your clients on a deeper level AND for your client to bring

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25 March 2019

Ways to Create Customer Loyalty in Business

2022-08-07T16:12:11-04:00March 25th, 2019|3. Marketing|0 Comments

Remember Me, PLEASE! The power of a phone call: A recent phone call I made brought a client to say "Wow, I can't believe you called (said 3 times!). People don't call any more just to talk, this is great, I rate a phone call." The power of a gift: A business gift, like a funny pen or note paper, purchased from the clearance area of a big box office supply store rates smiles, showing off, and may bring you a photo of clients that says "world's #1 Coach". Loyalty doesn't cost a lot. It's in the niceness of life.    Thanks to: Maria Marsala of . View 100+ More Ways to Create Customer Loyalty on Carol

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25 March 2019

The Best Ways To Deal With Difficult Customers

2022-08-07T16:12:11-04:00March 25th, 2019|Pricing|0 Comments

Charge Them More! Create an ideal client profile and pay attention to its outcome. If you're not a hand-holder, create interview questions that will let you know that your clients can easily make their own decisions. Listen as the prospect answers. Most of us can catch "clients from hell" during the interview process (although we might not pay attention to our gut). If you want to work with the client anyway, raise your rates to accommodate the extra time it will take you to get this client's project done. Thanks to: Maria Marsala of Elevating Your Business. Read 104 more "Best Ways to Deal With Difficult Customers here:  https://www.carolroth.com/blog/105-best-ways-to-deal-with-difficult-customers/ They're on Carol Roth's website.  Carol is a

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