In this podcast I share the five growth fundamentals every professional should know about. Incorporate these ideas you will be playing in the big leagues. Listen here
Business rarely falls into your lap. You must go out, explore, and find new clients. In this podcast I share 10 things every professional should know about selling and marketing their services. Listen here
A common question that I’m often asked is, what type of marketing activities should I be doing each day? There are really only two types marketing activities. In this episode I discuss finding the right mix for your business. Listen here
Peter Drucker said, “Build on your strengths; do not build on weakness.” Spend time with a select group of prospects, treat them as clients, and use your strengths and competitors’ weaknesses to your benefit.
Leveraging your natural market is the easiest way to promote, market and sell your services. Listen here
It’s a mistake to overlook the facts that your products and services do not sell themselves, salespeople sell them. Becoming an effective salesperson requires training. To communicate the value of your offering for your existing and prospective clients. When you don’t make a sale, there are two losers. The prospect loses out on the value of…
I met the owners of a financial firm. They wanted to generate sales leads quickly and improve sales results.. Their theory was that once they were in front of a qualified prospect, making the sale was easy. The problem was generating qualified leads and converting those into appointments. So they hired a telemarketing firm to…
Selling financial services (or any services) is hard work. Clients must trust you before they buy from you. In the past, the primary training model for many professions was the apprenticeship. By observing accomplished professionals and working with them, trainees would gain valuable knowledge and insights. An important part of the apprenticeship education was an…
A good sales pipeline should continually flow with new and closed opportunities. In the episode I discuss three action you should do every week to convert your pipeline opportunities into new business revenue. Listen here.
Your number one job as a financial service professional is to sell. The inability to do this effectively is the main reason why many professionals and firms do not reach their full potential. You need a system to attract a steady stream of prospective clients. This begins with positioning. To gain the attention and differentiate…