BOSTON — “I’m really concerned about overstepping my bounds when socializing,” began Matthew in a soft tone as he built up to asking, “How does one remain social, while at the same time having an eye out for business? Nobody wants to be ‘that guy...
Success Limiters™ are mental hang-ups that have limited your success in the past. They distract us. They stop us in our tracks. They take us off course. Ultimately, they hold us back from reaching our potential. ...
Most financial professionals we know don’t ask for feedback. Why? They’re afraid of what they might hear or they assume they won’t receive honest feedback anyway. ...
Our research on affluent investors clearly shows that 75 percent are uncomfortable when you ask for referrals. Not to mention, it can come across as though you're begging for business. So, how do you increase referrals without asking? In...
You’ve worked hard to get a prospect in your office. You’ve gathered the appropriate documents, assessed their situation, and discussed your recommendations. Everything seems to be headed in the right direction, but the...
It’s hard to bring in new clients—it’s even harder to lose them (emotionally at least). In Episode 36 of The Stephen and Kevin Show, we explore 10 signs that your clients may be seeing someone else. ...
The Olympics in Rio are right around the corner. In our latest episode, we offer some clever ideas to maximize these historic games with both clients and prospects...
Broaching business conversations with social contacts is tricky. Few would refute this statement. Our research on advisors who prospect socially reveals that their biggest fear is “coming across salesy.” This is...
