24 Client Gift Ideas to Show Appreciation
Recently I received an unexpected gift of gourmet ice cream from a client. It was such a surprise as I’ve been writing... Read More
Don’t Take Rejection Personally—Why Prospects Blow You Off
So you have a wonderful first meeting with a prospect, and things seem to be going great. You build rapport, you exchange... Read More
Everything You Learn from Sports, You Can Apply to Your Business
Financial advisors and sports psychologists have long noted parallels between success in sports, and effectiveness as an entrepreneur. In fact, if you’ve... Read More
Quickly Hit it Off With New Prospects
From the line of your clothes, to the shine on your shoes, and your radiant smile; your physical presence makes a big... Read More
11 Ways to Grow Your Business this Summer
It’s summer and things tend to slow down for many businesses—unless you’re selling sunscreen and flip flops! But you shouldn’t take a... Read More
Social Media is Not Just About YOU—It’s About Knowing Your Clients and Prospects
In the era of selfies and corporate tweets, it’s easy to see social media as the ultimate form of self-promotion and marketing.... Read More
4 Keys to Success in a Women’s Niche
It goes without saying … but women don’t all think alike. Which makes life interesting when pursuing a women’s niche in your... Read More
5 Networking Tips for Your Niche Events
So you’ve decided to pursue a niche, and to begin attending networking events to meet influencers and potential clients. When networking with... Read More
Helping Your Clients Get Through Grief
It’s hard to watch people you care about going through a tragic situation – even harder to be the one going through... Read More
The Trump Era Deregulation Boon for Business Climate, Financial Advisors
President Trump recently completed his 100-day milestone. And so far, for financial advisors, it’s been a good market – that promises to... Read More