Last week I did a series of public investment seminars for David Milbrath, a financial advisor with Investment Centers of America. David’s main office is in Springfield, MN and we did a general seminar for all of his clients, as well as presentations to two of his corporate clients. One of those clients was Mathiowetz […]
Read MorePeople On the Move The Minnesota Chapter of National Speakers Association elected to its board as president Michael Roby; as president-elect Amy Tolbert; as past president Audrey Thomas; as finance director Dan Janal; as program director Kevin Stirtz; as business relations director Dennis Stauffer; as membership director Lori La Bey; as director of the Institute […]
Read MoreThis business growth idea solves a problem for financial advisors and financial wholesalers; what is the best use of your time as you mutually decide if you are going to develop a long-term advisor/product partner relationship. Consider the following. For the advisor: After meeting with or hearing a wholesaler, ask yourself this question: “Is this […]
Read MoreYears ago one of my mentors gave me this gem of sales wisdom. As we prepared to make a joint sales call he noticed the adequate but cheap pen I was using. Oh, it was nice enough, but it had a spring pocket clip, had the name of some other business on the plastic body. […]
Read MoreCall your ten best clients and tell them you were just wondering how they were doing. Deliver candy/donuts/coffee at a client’s office. Do the same at your local fire department or police station. List your top ten client’s hobbies and interests. Do a web search and send them an article on topics that interest them. […]
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