Money For Lunch – Networking

7 statistics that can raise your Facebook engagement

April 14, 2014 5:08 PM0 comments
7 statistics that can raise your Facebook engagement

7 statistics that can raise your Facebook engagement !

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Business Growth: Put Referrals on Your Agenda

February 26, 2014 9:54 PM0 comments
Business Growth: Put Referrals on Your Agenda

A few years ago, I presented a teleseminar for advisors throughout the U.S. on referrals. During the live Q and A, Paul, an advisor in the Midwest, expressed frustration with his efforts to grow his practice by asking for introductions. “I ask my clients about people they know who could […]

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Two Professionals: How Outlook Shapes Success

February 22, 2014 9:25 PM0 comments
Two Professionals: How Outlook Shapes Success

I wanted to share with you a favorite hypothetical of mine: Let’s imagine two professionals in the same field.  We’ll call them Advisor A and Advisor B. We’ll give them the same educational background, the same training, the same resources and connections, and even similar personalities and work ethic. But […]

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The GREAT Little Marketing Secret: Send a Note Card.

November 21, 2013 7:38 PM0 comments
The GREAT Little Marketing Secret: Send a Note Card.

Thank clients for their business.  Thank them for referrals.  Remind them about their appointments.  And do each of these…with a handwritten note.  Find an excuse to send a note card to people you meet, people who provide services to you, and people who you serve. We have all become so accustomed to communicating by email, text, and other […]

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TEN TIPS to Make Money in Q4

October 29, 2013 4:47 AM0 comments
TEN TIPS to Make Money in Q4

With fewer than ten weeks to go in 2013, I’ve put together a list of the most effective ideas for my financial advisor friends to boost their holiday sales.  Even if you’re not a financial or insurance professional, I know you’ll find at least some of these ideas useful.   […]

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Holiday Sales are Easy as Pie!

4:32 AM0 comments
Holiday Sales are Easy as Pie!

For most advisors, the Fourth Quarter means a year-end blitz to improve their production numbers, hours billed, and company or office standings.  Realistically, there are only a few ways to do this: 1) Find more clients 2) Find more ways to serve existing clients 3) Make more sales 4) Make […]

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Did you hear the one About the Prizefighter and the Writer?

October 15, 2013 6:44 PM0 comments
Did you hear the one About the Prizefighter and the Writer?

Like a gym for young boxers, wordsmith legions are rapidly swelling. Technology has enabled an unending flow of words. Website content has become a seductive tool in the arsenals of  ecommerce marketers. Good creative writers have found a home where words proclaiming “Buy Me” recreate storefront signs describing goods and services. […]

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UPGRADE Your Business: The Keys Are in Your Hands

October 13, 2013 1:21 AM0 comments
UPGRADE Your Business: The Keys Are in Your Hands

Nine coaches, myself included, were sitting in a hotel meeting room in Scottsdale, Arizona, mesmerized by Master Coach Steve Hardison, the guest speaker at our workshop.  To have Hardison coach you exclusively, you have to be willing to pay $150,000 up front, plus all of your travel and lodging to, […]

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Selling Services: Why Should I Buy It from YOU?

October 4, 2013 6:08 PM0 comments
Selling Services: Why Should I Buy It from YOU?

In my work as a National Sales Trainer and Performance Coach for Professionals, I often discuss Three Universal Marketing Questions that anyone selling his or her services ought to know the answers to: (1) What are you offering? (2) To whom are you offering it? (3) Why should they hire […]

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The Top Five Essentials to Successfully Closing a Sale

September 16, 2013 8:15 PM0 comments
The Top Five Essentials to Successfully Closing a Sale

An ancient business phobia that most entrepreneurs encounter at one time or another is the fear of sales. The range of trepidation varies from stage presentations, random encounters, networking meetings, webinars and let’s not forget the queen of anxieties, cold calling. Recently, while taking a moment to enjoy a little […]

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