Financial Services, Speaker and Coach

Minneapolis/St.Paul Business Journal 03-02-09

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 […]

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Time Utilization for Financial Advisors and Wholesalers

This 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 […]

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Memorable Client Appreciation Events

Yesterday 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, […]

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Wireless Electricity

An 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 […]

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