Tag Archives: financial advisor

Barbells for Boobs

If you’re a financial advisor, broker, rep, wholesaler, sales manager, recruiter, or any other type of sales producer, why go it alone? If you can find a partner to help you lighten the load, how can it not make your work easier and more productive? Maybe more fun? Again, it really doesn’t get much better than that!

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5 Reasons You Don’t Get More Referrals

Of course, I don’t know for sure if these explanations apply to you. I mean, I’m not there! Really, how would I even know? I’m not looking over your shoulder when you’re on the phone. Or attending events. Or speaking with clients, centers of influence, and other colleagues. Or when you’re not! But I’ll tell […]

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8 “Knock Out” Branding Ideas

It’s Thursday morning and I’m in my seventh airport this week. Only two more to go! Airports, that is. This either means I’m traveling too much or I need a new travel agent. Anyway, as I sip my coffee and look around the gate, I suddenly realize I’m relaxed. (Something I’m not used to.) I’m […]

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You Absolutely Need a Target Market

Why? So you know how to spend your marketing time! Having a target market helps you determine what to learn, what to read, what to write, where to go, what to say, who to meet, and how to refer you. How’s that for a value prop? Bottom line – having a target marketplace makes you […]

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How to Become an Absolute Legend

Bert Sugar, the iconic boxing writer and sports historian best known for his trademark fedora and ever-present cigar, passed away on Sunday. I had the pleasure of meeting Bert at the Boxing Hall of Fame this past November (he was inducted himself in 2005). Along with the hat and cigar, Bert was donning a yellow shirt […]

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Networking: How to Get Started if you are a New Advisor

And even if you’re not! Top producers ask me many of the same questions about networking that the rookies ask me. The only difference is the top producers and conference qualifiers tend to have more market (as in their book of business) than time as opposed to having more time than market. Obviously, the established […]

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Why Isn’t Your Networking Working?

Maybe you’re “selling” your potential referral sources and not networking with them. In a networking scenario, it’s inappropriate to look at people as prospects rather than potential referral sources. I was part of a networking group years ago. Scott was the president of the group and he had a number of people on his board. […]

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