Do you hesitate to ask your clients for introductions? Having an exit line will give you the confidence to ask for that introduction. You are having a great meeting with a client and they say to you, “Rob, I love what you are doing for me and my family. You do a great job.” This… Read more »
Posts By: Cindy Beuoy
Informed Clients Make Better Decisions
How much misinformation are your clients exposed to on a daily basis? If your clients listens to Jim Kramer or other talking heads on CNBC, read the USA Today or Wall Street Journal and subscribe to several internet news services they may be exposed to all kinds of inflammatory, exaggerated and even misleading articles about… Read more »
Five Steps to Improve Your Social Media Exposure
When one of your clients mentions your name or your commitment to extraordinary service at a dinner party, what happens next? Often the person who hears about you is curious and decides to learn more about you. So they send themselves a text message with your name to look it up later or they use their smartphone to… Read more »
Topic for a Client Meeting: Exercise
People are always interested in improving their health. But there is so much misinformation out there it is hard to decipher what to do. One topic you can talk to your clients about during your 12/4/2 meetings is hiring a personal trainer – and then you can recommend the trainers your clients enthusiastically endorse. You… Read more »
What exactly are butlers and why are they important?
When an advisor decides to segment their book they are faced with difficult choices. They want to have more time to take care of their best clients but find it hard to give away the smaller clients due to a variety of reasons. Many advisors have gone into their book and identified their ideal clients,… Read more »
Seven Ideas for Networking
“Patience, persistence and perspiration make an unbeatable combination for success.” – Napoleon Hill Networking is an integral part of many financial advisors plans for growing their businesses. In fact, when I ask advisors to indicate their primary sources for acquiring new clients, invariably networking or some form of social prospecting is high on the list. … Read more »