Tag Archives: growing your business

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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The Best Places to Go for Business Networking Success!

In this issue of 3 Minute Rounds, I answer the question, “Where are the best places to go to network?” It is all about knowing where to go, what to say and with whom. Hard contact networking groups such as BNI (Business Networking International) and LeTip are very organized meetings that only allow one person […]

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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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