In the world of financial advice, many advisors make similar claims. High level service…comprehensive wealth management…expert investment selection&hellip...
An advisor told us the other day that he had $50MM in his pipeline. While that sounds great above the surface, if you dig a little deeper you find that this advisor has done a lot of speculating. Turns out...
When we meet people at parties, networking events or fundraisers our guard is up. We are vigilant against getting suckered into any type of sales pitch or hidden agenda. The moment a stranger approaches us...
It’s time for a semi-painless relationship check-up. How deep have you gone with your top clients and COIs? Admittedly, it may be more painful for some than others. But no pain, no gain, right? ...
You’re meeting with a prospect and something doesn’t feel right. You can feel their reluctance. Maybe you get the sense they’re holding back information, maybe they answered a question...
It’s that time of year again – time for goal setting, establishing the right habits and getting our year off to the right start. It’s also a time to think about your achievement cycle. ...
Small talk is something we all do. We do it to be polite and connect with others. It get’s the conversation going and helps both parties feel at ease before diving into business. Some of us...
A recent post-game interview with Drew Brees, quarterback of the New Orleans Saints, offers some excellent insights on relationship management. Not a football fan? Stick with us. These lessons apply to...
