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
Women and men just don’t talk the same! That goes for investors and for financial advisors. I coach financial professionals around the country across all different channels. I notice that my male clients tend to be: Direct and Linear Want a Fix Like Repeatable Solutions A Quick Fix is Ideal On the other hand my female
Clients often want to polish their skills in: marketing, prospecting, public speaking, client relationships. Trying to be perfectly polished in all these areas is overwhelming. There are so many experts and zillions of techniques. It’s confusing! Let’s make it easy! The common theme is the ability to build connection. If we focus on building connection, we’ll
Mid-summer is an excellent time to ramp-up marketing. This new list delivers tech tools to market & grow, without breaking the bank. If you missed my May tech list, definitely look at Top Tech Tools to Save You Time & Money Now Add Video (no acting required) Everyone wants to liven up their websites with
One of the privileges of working nationally with multiple organizations is the opportunity to connect with experts across subjects, including technology tools. I collect technology tips where ever I can. As spring turns to summer, it’s a good time review your processes and add new tools. Here’s a list of top technology tools that make your life easier! Give them a
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
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.
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.
