People 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. […]
Read MoreYesterday 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, […]
Read MoreAn 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 […]
Read MoreIn 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 […]
Read MoreOne 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 […]
Read MoreAs 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 […]
Read MoreThe last half of 2008 provided the banking industry with a host of unprecedented problems. Many banks offer investments and financial planning services to their customers through internal broker-dealers or third party providers. Regardless of you distribution model, your investment department faces challenges as well. Shrinking account values, inappropriate investments, and delayed or damaged retirement […]
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