Understanding human behavior, especially with the affluent, is critically important to high-level sales skills. By understanding some of the common psychological biases, you are able to better understand yourself, your clients, and your prospects...
Findings from the FUSE Advisor Trend Monitor Series.
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...
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...
Your clients, prospects and COIs all have birthdays, but are you making the most of them? They can be an excellent reason to...
What makes you different? It's a question asked of nearly all service professionals. In this episode, we help you answer this question by determining you and your teams true differentiatiors. We also show you a nifty website to figure out...
In episode 30 we tackle three questions from our audience...
In this episode, we tackle three common sales objections and give you our best responses...
