Can Communication Skills Save Your Life?
Could your communication skills save your life? According to my colleague in the Speakers Roundtable, Capt. Charlie Plumb, the answer is YES! The fundamentals of excellent communication are to know the right questions to ask and when to ask them, to listen with empathy, and when it’s your turn to talk to articulate your ideas and your advice with conviction, in a way that’s all about them, so your clients and your prospective clients respond positively and take appropriate action. Review your notes, script, and processes for your initial client interview with prospects and all client meetings and consider how well you do these 3 things.
Independence: Are You Looking to Make a Move?
Editor’s note: I had the pleasure recently of speaking with Jimmy Lee, Managing Partner of Strategic Wealth Associates, about the topic of... Read More
How Often Should You Meet With Ideal Clients?
One of the great things about having a small community of clients, all of whom are paying your annual recurring minimum, is... Read More
Small Business Marketing Strategies
The New Normal: What Today’s Economic Climate Means for Advisors of Affluent Clients One of the most important Small Business Marketing Strategies,... Read More
7 Proven Ideas That Help Advisors Be Successful
‘No Excuses Accountability’ During this what-to-do and how-to-do-it webinar, industry-leading coach and author Anne Bachrach will share lessons from coaching advisors... Read More