The Locksmith
Here is a story about how a locksmith showed up at my apartment to sell me a new lock for my door. He ended up
January 28, 2020
Author: saragrillo
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Stop Barfing. It will improve your Marketing ROI.
In this podcast you will learn how to disarm rich people by not barfing useless information on them during a sales meeting like most people
January 25, 2020
Dinner Seminars that Rock like Eddie Van Halen
Not my choice of marketing strategy, but I know many financial advisors who have done well by getting new clients through dinner seminars. Here are
January 24, 2020
Dan Solin’s Instructions for a Human First Meeting
I always love hearing Dan Solin discuss his human and relatable approach to building relationships. Thrilled to have one of the best in the profession
January 16, 2020
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
January 15, 2020
Get Ready for that Awkward Talk about Dementia! (cringe)
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
January 11, 2020
The Uncommon Iris of Empathy
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
January 8, 2020
Vid 47: Tips for Creating Your List of 20
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 […]
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January 4, 2020
Vid 48: Snippet Fiesta
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 […]
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January 3, 2020
Vid 49: Social Media and Newsletter are not like Chalk and Cheese
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 […]
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January 2, 2020
