| September 1, 2023 | Comments Closed |
Why do so many financial services businesses struggle to produce superior growth results? Here are 7 observations I have made: 1. Many professionals don’t have an industry-targeted niche focus Marketing is expensive and ego bruising. The key to predictable, significant growth is to be ‘somebody special’ to a particular group of businesses. 2. Many…
Read More
| August 31, 2023 | Comments Closed |
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
Read More
| August 25, 2023 | Comments Closed |
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
Read More
| August 18, 2023 | Comments Closed |
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
Read MorePeter 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.
Read More
| August 9, 2023 | Comments Closed |
Leveraging your natural market is the easiest way to promote, market and sell your services. Listen here
Read More
| August 7, 2023 | Comments Closed |
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…
Read MoreI 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…
Read More
| August 1, 2023 | Comments Closed |
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…
Read More
| July 13, 2023 | Comments Closed |
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.
Read More