What to do after a client fires you if you want them back
Losing a client is no fun for anyone. In this blog, I discuss ways to handle ex-clients so that you increase the chances of improving
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Subscribe to receive one practical, actionable marketing tip you can use TODAY!
Here's what some of my clients have to say
Losing a client is no fun for anyone. In this blog, I discuss ways to handle ex-clients so that you increase the chances of improving
In this blog, I am going to talk about what to do if your marketing results bomb and how to fix these failures. Stay tuned
Negative response and criticism are a reason that many people shy away from taking to the platforms. They shouldn’t be! In this blog I’m going
Love is a battlefield, and so is marketing compliance. In this blog, we talk about how to stop living in fear of SEC marketing rules
Yes, there is life after AUM fees! In this podcast I interview Sarah Charles, an hourly financial planner who used to work under the AUM
Stop wasting money on fancy “spaghetti tech”. The fintechs just want you financial advisors’ credit cards. Listen to Sara Grillo & Eric Negron on today’s
Beyond kindness: building trust and avoiding pitfalls in financial advising! Join Eric Negron & Sara Grillo in this podcast and discover the essential qualities for
Forget the “sizzle” and be real! Listen to this podcast and discover the power of authentic communication in financial advising! You’ll learn: Why shortcuts don’t
I wrote this for financial advisors who want to be perceived as high quality people on social media. This e-book contains 47 messages you can use on social media messenger to reach prospects of all types (business owners, corporate employees, job changers, and more), COIs, reporters, and other useful connections.