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Summary: What do your clients really think about the job you do? We spoke to Tim Brown, owner of Hook Agency, a web design and SEO firm in Minneapolis, and Bea Bonte, his wife and the firm’s social strategist.
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Summary: Subconscious fear hobbles salespeople more than anything else — but it’s easy to change from being timid and reactive to being bold and proactive, Alex Goldfayn, CEO of The Revenue Consultancy, whose clients include Amazon and Sprint, tells ThinkAdvisor in an interview.
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Summary: Mary Ann Buchanan will interview Tanya Rapacz, Founder of The Partnership Resource and Harvard- trained negotiator who co-founded, merged and then ultimately sold her RIA.
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Summary: Matt Sonnen is CEO of PFI Advisors, a leading operations and technology consulting firm. PFI Advisors provides white-glove transition support for billion-dollar breakaway teams. Sonnen previously worked at Merrill Lynch, Luminous Capital, and Focus Financial Partners. Recently, he sat down with Folio President Greg Vigrass for a wide-ranging conversation on breakaways (starting one, purchasing one, or selling one) and technology.
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Summary: The one universal experience in life is encountering difficult people. They are everywhere. For financial advisors, a client who is difficult is costly in a number of ways. They might be brusque and aggressive with your staff, not respond to your follow-ups and hence never get anything accomplished, not listen or be indifferent.
