In case you had not heard, FINRA regulates what financial advisors can and cannot do and say on social media sites such as Facebook, LinkedIN, and Twitter. Of course, this relates to business, not your love of Kentucky Basketball and fishing, or whatever else you do for fun. In the true spirit of regulatory agencies, […]
Read MoreThe Strategist & The Shrink offer a presentation to remember. Click here to watch a five minute demo video.
Read MoreClick here to see Michael Roby’s demo video for his presentation of “Double Your Business.” _____________________________
Read MoreA mentor of mine, Joe Harding from John Hancock, always recommended Marriott Hotels. Joe consistently raved about the service he received at Marriott properties. This week I stayed at the Marriott – Crabtree Valley in Raleigh, NC while in town to speak to a large group of investment executives with BB&T. This afternoon Bob drove […]
Read MoreThis week a financial advisor called me for presentation coaching. When she shared her approach, she led off with, “I need to talk to you about…” I stopped her immediately. You see, your clients focus on what THEY need, not what you need. Too often advisors’ conversations revolve around “I”. Crafting sales conversations for maximum […]
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