Tag Archives: business growth

Video – Get a Daily Action Plan

This week’s episode of 3 Minute Rounds discusses the benefits of having a daily action plan. This plan helps you with your goals and staying consistent throughout the day. I’ll cover the rationale behind a daily action plan and go through the steps to do setting up and using your plan.

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Bad Business Networking

So, I said to him, “Here’s the problem. What you’re describing is not business networking. It’s selling. The focus is on the sale, not the relationship. It’s one of the major reasons why most advisors and agents fail at growing their business in the first place.”

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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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How to Help Advisors Succeed and Generate More Business

What if there was more of an effort to recruit the right candidates and have more experienced sales producers available to help them generate more business? Many more would succeed and the team (agency, branch, or whatever) would have much higher retention and production.

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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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