Many firms have a “packaged” proposal system. While proposals are all over the map in terms of structure, most contain huge amounts of information, with numerous charts and graphs, volumes of copy, and endless disclosures. Whether you present financial plans or individual product presentations, proposals generally contain enough information for a doctoral dissertation. It’s all […]
Read MoreAs a professional speaker, marketing consultant, business coach, and high level-sales trainer, I meet with a wide variety of salespeople and consultative advisors. This week one of my engagements was to the mutual clients of a retirement plan distributor and a third-party retirement plan administrator, or TPA. One of the points that was discussed of […]
Read MoreFinancial services professionals constantly look for ways to stand out among their competitors. Consider the following idea this Valentine’s Day to reach out to your clients. Some of your best clients are widows and widowers. What do these people not get anymore? Flowers and candy on Valentine’s Day. Make an impact – and do something […]
Read MoreLast night at the University of Minnesota Men’s Basketball game, Coach Tubby Smith presented senior guard Lawrence Westbrook with a commemorative basketball in honor of Westbrook joining the “1,000 Point Club.” This occurred at center court prior to the game with much applause and many photos. I commented to my wife that, “He will cherish […]
Read MoreFinancial advisors commonly look for and attempt to offer the “best performing” investment products, in spite of the fact that one of the basic tenets of the industry is “Past performance is not necessarily indicative of future results.” An investment wholesaler (a true master of the profession) at a tier-one mutual fund recently shared an […]
Read MoreBudgets are tight and getting tighter. Every facet of the meeting planner’s day involves facing an onslaught of details preparing for an event. Selecting sites that fit the bill, building menus, choosing premium items, and coordinating agendas with the input of multiple constituencies and coordinating an endless flood of details are just a few of […]
Read MoreLet’s make this short and sweet: What is one activity/project/behavior you want to START doing in 2010? What is one activity/project/behavior you want to STOP doing in 2010? What is one activity/project/behavior you want to KEEP doing in 2010? If you list and follow through on these three items, you are ahead of most people. […]
Read MoreMayo Clinic is the largest integrated, not-for-profit group medical practice in the world. More than 3,300 physicians, scientists and researchers and 46,000 allied health staff work at Mayo Clinic, which has sites in Rochester, Minn., Jacksonville, Fla., and Scottsdale/Phoenix, Ariz. Collectively, the three locations treat more than half a million people each year. In 2008, […]
Read MoreYour opportunity to build a professional services business depends on you and your sweat equity – as well upon upon the efforts of many others. At this time of year remember the American men and women who allow you to enjoy the blessings of freedom and opportunity to grow your own business. Our soldiers need […]
Read MoreDecember is upon us; time to complete your business plan for next year! A big part of your business planning process is goal-setting, however goal-setting involves much more that predicting/forecasting/(maybe guessing!) production goals. It has been said that the best way to predict the future is to create it. While many circumstances are beyond your […]
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