Financial Services, Speaker and Coach

The Staple

Last week I was meeting with one of my [tag]sales coaching[/tag] clients in his office. As a [tag]professional speaker[/tag] and [tag]business consultant[/tag] I meet with larger groups of people every week. However, most of my sales coaching work is over the phone. This client’s office is only a short distance from my office, so occasionally […]

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Hire the Right People

In February 2008 Starbucks closed for three hours to retrain more than 135,000 employees in an effort to create “a renewed focus on espresso standards.” Starbucks’ mission statement includes a point that states the company wants to “Develop enthusiastically satisfied customers all of the time.” Howard Shultz, legendary founder of the coffee giant, said in […]

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What’s Your Stand?

At the end of a television advertisement for Allstate Insurance Company, the announcer says, “That’s Allstate’s Stand. Are you in good hands?” Let me ask you – what’s your stand? How do you position yourself and your services? If I asked your customers what you really do for them, what would they tell me? In […]

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Thank You’s

Last week I received a call from a headhunter who had called me about six months ago. At that time she was recruiting for a financial wholesale sales position available with one of her client firms. She was pleasant to speak with, and the first time we talked I provided her with a contact that […]

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Acknowledgments

Last week I sent in the last part of my first book to the publisher. The book is written as a basic text on the elements of success necessary to build a financial advisory business. By the way, the last section was tough – the acknowledgments. Frankly, I had viewed this as last minute work; […]

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