Financial Services, Speaker and Coach

Memorable Client Appreciation Events

Yesterday I met Payce Reynolds on a flight to San Antonio.  Payce is a master salesman and successful former CEO in the utilities industry.  We discussed client entertainment, and he shared how  he hired a comedian for a client dinner to bus the tables along with the hotel staff.  Wow!  His clients laughed all evening, […]

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Wireless Electricity

An article written by Paul Hochman in the February issue of Fast Company magazine discusses the future of wireless electricity.  That’s right – wireless electricity.  This technology resides in the present, not the future. The article features wirelessly rechargeable tools, cell phones, and other consumer electronics.  Terms such as “Inductive Coupling,” and “Radio-frequency Harvesting” provide […]

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Be Specific

In the course of serving their prospects and clients, financial advisors recommend many products and services.  You might consider several different solutions for a particular need.  Too many advisors offer a client several options in the name of helping them make an informed decision.  At times these advisors provide a spreadsheet of products along with […]

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Strong Questions For The New Year

One week into the new year how are you doing with those resolutions?  In case you want to grow your business this year I suggest you resolve to call your best clients, and say something like this: “A big part of my responsibility to my clients is to keep them on tract with their financial […]

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Effective Sales Communication

As a professional speaker I travel frequently. Recently I stopped on an interstate to get a cup of coffee.  Check out this sign at a motel in central Illinois.  Obviously the sign intends to say that the cost for lodging is $37.99 per person, but when you separate the digital media from the rest of […]

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