Financial Services, Speaker and Coach

Purposeful Client Events

Traditional client appreciation events often are inexpensive banquets at best and poorly masqueraded sales seminars at worst. Either one can serve a useful business purpose, but consider hosting a slightly different client event – a event based upon “purpose.” Recently I visited with a financial advisor in the mid-south who takes a novel approach to […]

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What It Takes To Be Successful In Sales

What does it take to be successful in sales? Some say the most important thing is Enthusiasm. en·thu·si·asm n. Great excitement for or interest in a subject or cause. A source or cause of great excitement or interest. Archaic Ecstasy arising from supposed possession by a god. Religious fanaticism. While you need to have a […]

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The 8/15 Plan For Using LinkedIn

LinkedIn® provides professional services marketing and sales people with a wonderful tool for building and expanding relationships and growing business. Consider the following tips for maximizing the use – and profitability – of one the top business building tools on the Internet. This daily game plan has 8 steps and takes 15 – 20 minutes. […]

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Lighten Up: Using Humor To Market And Sell

Marketing is serious business, and you should always be serious about serious business. Yeah, right… Logan Crawford portrays a comical news anchor in a series of TV commercials for AT&T’s the Backflip, from Motorola. Crawford is seen “reporting the news that’s important to you…” with impeccable sources such as Facebook and Twitter. The key feature […]

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Use An Agenda For Client Meetings

One of the factors that differentiate things that we succeed at, and things that we fail at, is focus. In the workplace, if you manage or even work with others, you know how critical an ability it is for a team to focus. Focus is critical for client meetings as well. Ever come out of […]

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Authentic Message – Authentic Leadership

Last evening I had the privilege and pleasure to be in the audience for the National Speakers Association – Minnesota Chapter meeting. Professional speaker Phillip Van Hooser, CSP, CPAE spoke on building a business and serving clients. He spoke from the heart, and has demonstrated every single principle contained in his presentation. Phil spoke of […]

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