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Tag: best practices

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Power of Branding

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Barbara Kay
Monday, 20 March 2017 / Published in Barbara Kay Coaching Blog
I’ve been speaking to hundreds of advisors on branding and it’s a focus for those I coach.  Across the nation, there’s a pattern.  Many of us struggle to articulate our unique brand in a concise and compelling statement (me too). My branding guru says a brand should be summarized in only 7 words.   Sounds impossible!  Ultimately, it comes
best practicesbrandmarketingreferrals

Ask, but NOT for Referrals

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Barbara Kay
Friday, 14 June 2013 / Published in Barbara Kay Coaching Blog
There’s three fatal flaws in asking for referrals.  So don’t feel bad if it hasn’t worked for you. It’s important to ask, but not for referrals. Here’s why asking for referrals fails and what to do instead: 3 Fatal Flaws 1)  The Bait & Switch – Traditional requests for referrals come at the end of
best practicesclientsfinancial advisorsmarketingreferrals

The Awesome Power of Viral Marketing

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Barbara Kay
Friday, 25 May 2012 / Published in Barbara Kay Coaching Blog
I’ve been going around the country talking to advisors about the awesome power of women advocates who do viral marketing for you.  Recently an advisor shared this story.  It’s Awesome! Story of the Day Advisor Howard attended one of my presentations on The $14 Trillion Opportunity – Reaching & Engaging Women Investors during a national
advocatesbest practicesclientsfinancial advisorsmarketingreferrals

7 Steps to Conquer the Email Monster

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Barbara Kay
Monday, 27 February 2012 / Published in Uncategorized
Harvard Business Review (HBR) just published an article on conquering email overload.  HBR did not offer any special magic but it reinforced best practices and they’re worth repeating.  Here you go: Tip of the day – 7  Steps to Conquer the Email Monster 1. Turn off the spigot – Unsubscribe to anything you don’t absolutely need.
best practicesemailfinancial advisorsfinancial servespractice managementprofessionals
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