Financial Services, Speaker and Coach

Bring It On; Dealing With The Competition

As a sales and marketing strategist I am often asked “What can we do to train our salespeople to compete more effectively?” In addition, as a speaker, I am asked to get the troops fired up about what they are selling. Motivational speakers often inspire us, but often they don’t deliver techniques, and often sales […]

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How Thin Can You Make It?

This morning I was talking to a new friend from Milwaukee named Rochelle Lamm. Rochelle has been at some of the highest levels of the investment business over the last four decades (I hope I don’t get yelled at for making that statement!) We were discussing how [tag]salespeople[/tag] need to focus, not try to be […]

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Food & Friends…And Building Your Business

Late yesterday, I received an email from Larry Littler, an investment wholesaler with John Hancock Financial Services, with an idea on how he touches his clients in a memorable way. Over his twenty years in the investment business, Larry has consistently been a top-decile sales leader. Larry’s email spoke of the importance of developing professional […]

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