4 Ways to Get Your Audience to Take Action

Posted on 10. Mar, 2018 by in Marketing

    When’s the last time you delivered a presentation to your ideal target market?  Was it in-person or online? Either way, speaking is a very powerful platform to deliver your message, demonstrate your expertise and build credibility.  The scaling mechanism of this platform allows you to speak to more than one prospect at a […]

Continue Reading →

4 Proven Ways to Get Prospects to Find You

Posted on 30. Mar, 2017 by in Business-building, Finance, News, Sales

I’m sure you do amazing work with your clients.  But, if your clients are the only ones who know what you do, finding new business will feel like a rollercoaster ride! The reality is that not all satisfied clients will give you referrals to their friends and colleagues.  As a result, clients shouldn’t always be your primary source of […]

Continue Reading →

How to crush the last quarter

Posted on 16. Sep, 2016 by in Uncategorized

As summer comes to an end, anxiety levels for some service-based professionals start to rise. Racing minds begin asking: “Will I make my year-end goals? How do I get there and what can I do immediately to make an impact?” If you’ve already met or exceeded your year-end goals, congratulations! This article is still applicable […]

Continue Reading →

What A Dying Friend Taught Me About Building Relationships

Posted on 20. Jun, 2016 by in Uncategorized

Let’s face it.  We’re in the business of building relationships first.  People buy from people who they like and trust. A few weeks ago, I lost a very special and dear friend to cancer.   Joanne was a very welcoming, charismatic, resilient and extremely positive person.  And, she was a master at building relationships.   […]

Continue Reading →

What A Recent Visit to the ER Taught Me

Posted on 06. Apr, 2016 by in Business-building, Finance, Marketing, Sales

I must admit, sometimes I can be a bit clumsy.  Unfortunately, while on a recent trip up north, I broke some glass and it landed on my foot.  Needless to say, I was left with a  gaping wound and some stitches. While in the ER at a local hospital, the nurse practitioner who was looking […]

Continue Reading →

What We Can Learn From Rejection and Failure

Posted on 06. Jul, 2015 by in Business-building, Sales

We’ve all experienced failure and rejection, in some form or another.  While it can feel pretty discouraging, it is a necessary step for the road to success. The most alarming aspect about failure and rejection is that it often instills fear and holds people back from taking action.  Without action, nothing happens.  As business professionals […]

Continue Reading →

How to Follow-Up

Posted on 13. Feb, 2014 by in Uncategorized

I met a financial advisor for coffee the other day and listened to him discuss his challenges around following-up with prospective clients. He couldn’t seem to understand why most of his follow-up attempts were unsuccessful.  After listening intently to his concerns, this is what I offered as advice: Trust In today’s environment, advisors need to increasingly […]

Continue Reading →

Secrets of Successful Advisors

Posted on 04. Jan, 2014 by in Business-building, Marketing, Sales

Over the years, I have had the privilege to work and speak with numerous top financial advisors in search for their secrets to success.  How did they grow their business?  How did they overcome the obstacles of starting a business?  How did they get suspects to become prospects and get prospects to become clients?  And […]

Continue Reading →