Tag Archives: generate more referrals

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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How to Get the Most from Networking Groups

Do you need to become part of a group, chapter, club, organization, association, cell, community, or tribe to be successful at networking? Of course not, but it helps. A lot! Networking is simply meeting or contacting someone in an effort to get connected to those that can help you reach a goal. That goal could […]

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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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5 Things Advisors Don’t Say to Their Clients – But Should

Heck, most advisors don’t even talk to their clients unless they have to! Unless it’s time to renew something, or up-sell something, or be referred to someone for something. It’s always something! It’s no wonder the number one reason clients jump from one advisor to another is because they don’t hear from their advisor enough. […]

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