Are you ready for the new business world in 2023? Is it worth taking the time to understand the difference between change and transition? Are you on a waiting list for success? Would it be worth investing 60 – 90 minutes of your time in regaining your energy, focus, and activity by learning 3 appointment setting strategies
Did Covid make you feel inaccessible, irrelevant, and invisible in 2020-2022? Has the new world economic disorder compounded how you feel about being inaccessible, irrelevant, or invisible in 2023? Watch this brief video on how to become accessible, relevant, and visible in 2023: ( Video Transcription ) I want to talk to you about this
Did Covid make you feel inaccessible, irrelevant, and invisible in 2020-2022? Has the new world economic disorder compounded how you may be feeling about being inaccessible, irrelevant, or invisible in 2023? If there was a way to become accessible, relevant, and visible in 2023, would you do it? Being accessible, relevant, and visible is all
You can’t be a successful entrepreneur without having solid sales skills. And you can’t be a stellar salesperson without some entrepreneurial traits. You can be either considering opening your own firm or just wanting to see more results in your current business. But the truth is that shifting from a salesperson and starting to develop
Why are these results happening? 66% of adult children fire their parents’ financial advisor after they inherit their parents’ wealth88% of…
When was the last time you examined your digital customer journey for your clients? Understanding a customer’s demands and expectations is no longer enough as a financial planner. You need to know what consumers think and feel about every online interaction with your services. But also, you need to know what they can do in
Since 2020, financial services have been heavily relying on social media platforms. After the pandemic had a profound impact on how business is conducted, financial advisors began to shift their methods. The use of social media platforms such as Facebook, Instagram, and LinkedIn can no longer be avoided. In the midst of
How to Double Your Earnings as a Financial Advisor in 2022 Doubling your earnings as a financial advisor can be as simple as getting one referral from every one of your current clients. But if things were that simple, you’d be doubling your business year over year. Instead of pouring thousands of dollars into
