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Talking Clients Down from Fear

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Barbara Kay
Friday, 16 August 2019 / Published in Barbara Kay Coaching Blog
5 Steps to Banish Client Fear The Fear Monster roams again!  Keep reading for 5 steps to banish fear and get 2 JFP articles with the step-by-step for productive client conversations. Fear Makes Humans Stupid 1: Be Ready for Stupid Fear overwhelms the rational centers of the brain. It literally makes humans stupid. Remember when
clientscommunicationfinancial advisorsfinancial servicesinvestors

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

What’s your #1 Business? It’s NOT Financial Services

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Barbara Kay
Tuesday, 21 February 2012 / Published in Uncategorized
Someone once shared with me that fast-food giants are successful because they know they’re not selling food.  Not selling food?  What are they selling?   Convenience, reliability & quality at low-prices.  Food is just a vehicle to deliver the core business. I’ve been blogging about branding for a while now and here I go again.
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