Easy Listening…Succeed Without Being Salesy

Creating content…friend or foe? For anyone focused on spreading a message, educating potential prospects, and wanting to build their brand, content is both! Sometimes it’s a chore. AND sometimes it’s exhilarating and reminds me why I make the time to share information, observations, and resources. I recently enjoyed my time as a guest on two...

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The Cure for Professional Loneliness

  You’ve probably never heard the term professional loneliness, but many of us have experienced it–and felt it. I define professional loneliness as not having someone “at the ready” at work. There isn’t someone to roll your office chair over to share an idea, question, or frustration. There isn’t someone to provide on-the-spot feedback. Or...

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Want to Be Better? It’s About Time…

What do you want to do differently? Do you want to: Create more outreach to new clients? Build better COI relationships? Update your CRM more regularly? Complete your follow up notes after meetings within 24 hours Do you want to be a better advisor? A better parent, spouse, or friend? The Power of Habits Doing those things differently means...

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Do You Think Like a Winner?

Winners: people at the top of their game, successful, productive, and moving forward. Who doesn’t want to be a winner? These are the people who get respect and admiration from others. But what does it take for YOU to be a winner in what is most important to YOU? Some people think winners are just lucky. But most winners know that it’s like the...

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3 Reasons You’re Not Converting #3: Your Misuse of Connection

In this final installment of the series 3 Reasons You’re Not Converting like you should, we look at the third major reason behind a lack of conversion. And the 3rd reason, following a misuse of time and a misuse of focus for the conversation, is a misuse of connection. This is an especially timely topic because during a recent Ask Me...

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3 Reasons You’re Not Converting #2: Your Misuse of Focus

In your first meeting with prospective clients, who and what are you focused on? Is your focus on the right person and the right topic to help you provide that person what they need to confidently take the next step in your process? This is the next installment of the series: 3 Reasons You’re Not Converting like you should. In the previous...

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3 Reasons You’re Not Converting #1: Your Misuse of Time

I need to be efficient with my time. I don’t want to waste time with people that aren’t going to go anywhere. Those are two statements I hear from financial pros when they’re talking about their selling efforts and sales process. In this installment of the 3 Reasons You’re Not Converting like you should series, I share the...

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3 Reasons YOU’RE Not Converting: The Why of This Series

Are you converting your prospective clients to the next step as often as you want? Or are you having that first interaction, meeting, or conversation, only to realize that prospective client is not committed to taking the next step? Maybe they say they’ll think about it. Or maybe they schedule the next meeting, but then they “reschedule” but...

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Stop Using These 5 Wimpy Words and Close More Sales

Words are powerful. And the words we choose to use during our sales conversations can make or break the opportunity to close that sale and help that person. Our words have the power to “make” the experience good, bad, or indifferent for that prospective client. Our words allow us to educate, excite, remove fear, and gain commitment as well as...

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COI Relationships: The Sale You Aren’t Making

Are you frustrated or have you abandoned your efforts towards COI (Center of Influence) outreach? I hope not. Too many advisors have. They’ve talked to person after person and received ZERO referrals. Maybe they’ve even made some referrals of their own and yet haven’t received any in return. Why Have COI Relationships? I get the frustration....

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