| July 29, 2022 | Comments Closed |
You are in the people business business. These people are your prospects, clients, influencers, strategic partners and employees. Click here to learn how to proactively manage and profit from these relationships.
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| July 28, 2022 | Comments Closed |
I regularly meet professionals who are technical wizards. They know everything there is to know about their area of expertise in financial services, whether it be accounting, finance, actuarial services or risk management. Even so, many of these same professionals and firms are struggling to grow their businesses because they know hardly anything about marketing….
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| July 23, 2022 | Comments Closed |
Episode 4 Influencer Marketing listen here
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| July 13, 2022 | Comments Closed |
My new podcast “Top Producer” is now available on: Apple, Amazon and Spotify I provide quick ideas, techniques, and tips to help financial services professionals acquire, develop and retain clients and produce superior growth results. New episodes added weekly.
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| June 30, 2022 | Comments Closed |
‘We are all salesmen every day of our lives. We are selling our ideas, our plans, our enthusiasm to those with whom we are in contact’ – Charles M. Schwab A rain maker is someone who generates revenue and profits by bringing in new business. The term can be traced back to the Native American…
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| June 1, 2022 | Comments Closed |
You know you need to market yourself and your business. You also know you need to do it consistently, to drive growth. The problem is you’re not quite sure how to do it. With so many options, it’s easy to become overwhelmed and do next to nothing. The reality, however, is you need to do…
Read More‘Never mistake activity for achievement’ – John Wooden. What is it that separates high performing firms from their peers? What do they do differently to achieve superior growth? The answer is simply this: they have an effective strategy. Strategy is business goal setting It’s amazing, but very few businesses have a strategic plan. They usually…
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| April 1, 2022 | Comments Closed |
Small minds, discuss people, average minds, discuss events, but great minds discuss ideas – Socrates When selling, average producers discuss products. Top professionals share ideas. ‘Idea’ is a powerful word. It’s a clean four-letter word that can be applied to any product or service. No matter what you’re offering, you can connect it to an…
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| March 3, 2022 | Comments Closed |
There must be some reason certain firms generate achieve better organic growth than others. Said another way, if two equally skilled firms compete, then why does one produce double digit growth and the other negative growth? The answer: pro-active management of red and yellow alerts leads to growth. To help my clients improve their sales…
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| February 2, 2022 | Comments Closed |
Many firms mistakenly believe a good compensation program is the way to motivate professionals to achieve superior results. Wrong. Compensation programs do not motivate; in fact, some can be de-motivators. I speak with many professionals who don’t know about their compensation or about how it works. Worse still, I meet leaders who are unable to…
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