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Summary: As an entrepreneur, it is easy to get caught up in your great idea. You just know your product or service is going to be the big one! You should be excited and enthusiastic; after all, you may end up being your best salesperson for a long time.
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Summary: My advisors need to do a better job of presenting their ideas to clients. As the head of marketing, I am frustrated when I watch them get mired in details and lose focus on the client’s reactions. I’m enrolling a couple of them in Toastmasters because I believe having a third-party, objective assessment would be helpful.
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Summary: Investors aren't the only ones who will have something to worry about if the stock market heads for a major correction. As volatility steadily ticks higher, owners of small financial advisory firms might start to feel as if the walls are closing in on them.
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Summary: Beware of the social media guru! I recently read an article by one of them about why personal branding for a salesperson was useless.
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Summary: I was facilitating an offsite with a team that was having some “blaming” challenges: things were starting to fall through the cracks and there was a lot of finger pointing and blame going on.
