Something More To Talk About

Do you have a checklist of talking points for meetings with prospects and clients — or do you just “wing it?” You’ll be more productive when you create a list of 100 important conversation topics. Include questions about their goals, family, hobbies, portfolios, challenges, wins since you last met, etc. Make sure the questions are geared to your “ideal clients.”

Once completed, your checklist can be used in ways that have nothing to do with…

I didn’t intend to write an article about niches for financial advisors.

However, when I went looking on the web for a list, I couldn’t find one! Amazing! Why? Years ago, when I examined the history of niche marketing, the information available suggested that this strategy originated in the financial sector!

You may remember a time when you banked at a commercial bank if you were a business, and a…

Did you really go into business to manage the daily nitty-gritty details of your entire practice? Or is your real mission to help your clients create and safeguard their wealth — to assist them in reaching their life goals? In fulfilling your mission, are you creating your dream business — one that makes a big difference in your life and in the lives of those you love? Way too often, the busy-ness of business gets in the way of our best intentions. The secret is to catch ourselves when we…