Tag Archives: business building

Great Habits to Grow Your Business

I can’t tell you how many sales professionals I see that look so good, come across so well, work for such great companies, and yet don’t do what it takes to run a healthy business. Anyway, here are 5 great habits to pick up if you’re serious about growing your business!

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2016 Year in Review

Say Goodbye to 2016. Here it is! The last 3 Minute Round of the year. The last blog is usually gut wrenching to write because although I’m usually very upbeat and optimistic about the future, it’s difficult to reflect on the past and not feel a little sad. I lost my mom in May so […]

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5 Simple Marketing Tips that Produce More Connections

If you’re a financial advisor, broker, rep, agent, planner, wholesaler, or any type of sales producer, I promise that if you start doing more of these little marketing tips in your practice, it will make a big difference.

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Be Amazin’ and Generate More Business!

As a financial advisor, is your practice amazing? If not, why? As things pick up after Labor Day, what can you do to generate more business and make it amazing? Or even more amazing? Here are some ideas!

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Hit Your Numbers And Produce Sales

As an advisor, your firm has figured out how many phone calls you need to make, how many face-to-face connections you should create, how much engagement you should create through social media, how many fact finds you need to post, how many seminars you need to deliver, how many relationships you need to build, how many “natural market” conversations you need to have, how many sales appointments you need to make and, ultimately, how many cases you need to write to produce sales

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NOT a Target Market

Is your ‘target market’ on target? Really – is it? If your target market is small businesses, well, then you don’t have one. A target market that is! If your target market is pre-retirees, still don’t have one. The affluent marketplace. Business owners. Managers. Families. Individuals. Please! Not target markets! Get ‘on target’ with your […]

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