| September 3, 2022 | Comments Closed |
Developing a Winning Game Plan for Your Career
“The future is not some place we are going, but one we create. The paths are found , but made, and the activity of making them changes both the maker and destination.” John Shaar One of the hallmarks of a top professional is their ability to steer the direction of their career by creating a…
Read More
| September 2, 2022 | Comments Closed |
Positioning: Are You Top of Mind?
Mindshare is the level of awareness of you and your firm in the mind of a prospective client. It’s important you build mindshare in your chosen markets so that your firm is top of mind when a prospective client is ready to take action. In their classic marketing book Positioning: The Battle for Your Mind,…
Read More
| August 27, 2022 | Comments Closed |
Proactively Managing Your Sales Pipeline
Your sales pipeline represents the future of your business. In this podcast I cover: 7 steps of the sales process Keeping your pipeline flowing with new business Quality vs quantity Options for maintaining your pipeline Click here to listen
Read More
| August 18, 2022 | Comments Closed |
Top Producer Podcast – Cross Selling
Cross-selling is one of the most talked about and often poorly executed strategies. Every leader that I speak with, admits they can and should become better at cross-selling. During this episode I’ll provide techniques to help you: Generate organic growth Improve retention Produce high quality referrals Click here to listen to podcast
Read More
| July 29, 2022 | Comments Closed |
Top Producer Podcast Episode 5: The Five Key Relationships You Must Manage
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.
Read More
| July 28, 2022 | Comments Closed |
You’re Actually In Four Businesses: 7 Ways To Keep Them All Running Effectively
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….
Read More
| July 23, 2022 | Comments Closed |
Top Producer Podcast Episode 4 – Influencer Marketing
Episode 4 Influencer Marketing listen here
Read More
| July 13, 2022 | Comments Closed |
Clifton Warren’s Top Producer Podcast
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.
Read More
| June 30, 2022 | Comments Closed |
Prospecting: The Beginning of Rain Making
‘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…
Read More
| June 1, 2022 | Comments Closed |
Zero Marketing is Not An Option
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
