0 visitor like this article | Viewed 4904 times | 0 comment
Summary: Each week, I speak with advisors and entrepreneurs who want to take their business to the next level. As they share the details of their marketing plan, I ask how they came up with the plan. Most often, they reply, “I think this will work.” When asked if they have done any research to confirm it will work, the answer is either “No” or “Well sort of.” While the latter response is better than the first, neither is ideal. Today’s topic includes the biggest and most common marketing problems and how to avoid them.
0 visitor like this article | Viewed 4016 times | 0 comment
Summary: Financial planning development is speeding up, but the pace is not being set by the advisor industry.
0 visitor like this article | Viewed 3864 times | 0 comment
Summary: An advanced, multiple-choice closing technique touted by Harvard-trained negotiation and mediation specialist Raphael Lapin — who uses it himself — gets to “yes” faster and boosts satisfaction at the same time. For financial advisors, it can help curb the widespread, off-putting penchant for applying sales pressure, Lapin tells ThinkAdvisor in an interview.
0 visitor like this article | Viewed 3838 times | 0 comment
Summary: Advisors can build a business with clients shunned by other FAs if they work with Americans living abroad, experts say. There are about nine million American citizens living overseas and few FAs competing for their business, Gabrielle Reilly, senior wealth advisor of Reilly Financial Advisors, which oversees $1.4 billion in client assets, says. But FAs building non-U.S.-based businesses face hurdles ranging from difficulties in client outreach to complex compliance issues.
0 visitor like this article | Viewed 3907 times | 0 comment
Summary: DETROIT — “It’s hard to believe a research project by a tech company can help us with our sales skills,” intoned Gerry with a pained expression, then continued his stream of consciousness, “the fact that they were able to segment top salespeople and low performers by their use of questions in their sales pitch is very interesting.”
