Would you enjoy being a client of your own practice?
In many practices, the larger and more profitable clients end up subsidizing the smaller clients. Would you enjoy this if you were that client? Would
In many practices, the larger and more profitable clients end up subsidizing the smaller clients. Would you enjoy this if you were that client? Would
It’s not fun, cool, or glamorous, but this is one of the conversations that separates the good financial advisors from the ones who have to
Did you know that your iris pattern is unique? So much so that not even your left iris matches your right iris. That’s how different
The List of 20 is the foundation for all that you do in your LinkedIn prospecting. Ideally you should start with the people with whom there is some foundation of trust and familiarity. • You may have people in your existing connection base that perhaps you haven’t begun the dialogue with yet. Those people would […]
Here is a technique that you can use when you want to maximize the reach of audio and video file that you are posting on social media. The key understand to have is that these algorithms tend to like natively posted content better than content that is a link. So if you have a video […]
People often think that social media and email newsletter is a question of one or the other. The truth is that these elements can be very smoothly integrated and cause a huge difference to be made in the effectiveness of both. Newsletter and social media don’t have to be like chalk and cheese. Here are […]
These are examples of messages that you should send to someone you don’t know when you first connect with the person. The tone is humble and gentle which is quite different from how 99% of people act on social media so it will get you very far. It could be used in the case of […]
In this episode we are joined by Paul Shapiro, the CEO and co-founder of The Better Meat Co. Paul is a successful author and entrepreneur.
What do you say when you actually get a meeting with someone you meet through LinkedIn or Facebook? The big mistake many advisors make when they get a meeting online is that they assume you act the same with an online lead than you would act if it were someone you met in person at […]
As you know, I’m a bigger fan of images than words to convey your point. Try using an Emoji in your messenger communications as well as in your postings. A few words of advice would be: The more informal emojis such as hearts, etc. should be used cautiously as it may be misinterpreted by the […]