Posts By: Cindy Beuoy

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 »

How Does Limiting The Number Of Clients You Have Help You With Referrals?

How do you first create value when you are asking for referrals?  One way is to make clients more familiar with your message. Explaining to a client that you give first class service to only 100 clients with 12 yearly appointments (once a month) 4 of those being quarterly reviews and 2 of those quarterly… Read more »

Are Your Clients Truly Prepared For The Future?

During the last quarter of 2012 I had to navigate around the hospital/Medicare system with an aging parent who had a stroke.  My parents are college-educated, intelligent, savvy people who had always assured my siblings and me that they had everything under control.  Well, it turns out they didn’t.  And the one person who has… Read more »