Page 2 - Retaining Affluent News Today

A simple 3 step guide to help you weave trust into your client, COI, and prospect relationships.

How would Ben Franklin handle expanding outside your comfort zone?

Affirmation drills to work on hand-selecting the thoughts that dominate our thinking.

Take the time look at the past year through the lenses of your business, family, finances, socialization and health.

Teams that are thriving continue to make the necessary adjustments to deal with the changing nature of the new world we're all living in.

Tips and ideas for how to best interact with clients over the holidays.

The Power of Pessimism in Sales When there is a lot of negativity in the news cycle, it can create opportunities for client acquisition. People like to think of themselves as optimists. I’m sure you know many people (including yourself) in possession of this psychological trait. Be that as it may, the reality is that pessimism gets our attention in a more primal and immediate way than optimism. All one needs to do is reflect on today’s news cycle; doom and gloom. In his terrific boo...

How financial advisors approach marketing after this pandemic will determine their success, or lack thereof, going forward.

Within minutes of finishing a webinar for financial advisors of a major firm, we received a call from one of their top executives. In the direct manner of an executive , he informed us how he had quietly monitored the webinar, was very impressed, and wanted us to teach his leadership team the art of giving better virtual presentations . In his words, “Our team needs a lot of work, both in their set-up and delivery.” The focus of this article is delivery, which requires both an understandin...

The 4 Basic Success Tenets of Elite Advisors With everything else going on—remote work, endless Zoom meetings and video conferences, dealing with the never-ending pandemic—dont neglect these qualities of elite advisors. During the Q&A session following a webinar I’d just finished presenting, I received a question from an advisor who inadvertently opened a window on a topic that had been rattling around in my mind:  “From all of your research and with our world turned upside down...