Money For Lunch – People

The GREAT Little Marketing Secret: Send a Note Card.

7:38 PMComments Off on The GREAT Little Marketing Secret: Send a Note Card.
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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Small Talk, BIG SALES: Lessons from a Master Moneymaker

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Small Talk, BIG SALES: Lessons from a Master Moneymaker

Mehdi Fakharzadeh is one of the most successful insurance sales agents in history.  At 92, he is still taking on and servicing clients. Mehdi achieved his success despite starting out with a severely limited grasp of the English language and American customs.  Now, at the top of his industry, he […]

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Client Retention: They Changed Their Minds!!!

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Client Retention: They Changed Their Minds!!!

After two visits—a total of six hours—advisor Marianne had gotten an enthusiastic “thumbs up” from her new “almost clients”—a young professional couple with small children—to prepare a financial plan for them.  The plan would specifically include some much-needed life insurance.  There was no doubt the mission was going forward! But […]

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Be Creative Standardizing Processes

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While standard and creative don’t often work together, the World Horizon leader actually is creative in the planning process. Understanding that the flow of information and processes is important to success, true leaders will design a workflow that makes sense and will empower staff members to implement their own strategies […]

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Balloons and Box Lunches: How to Boost Morale in Your Office

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Making employee morale a high priority is one of the most important things you can do for your business. Improving the office atmosphere for those that work for (and with you) is how you keep good people around and ultimately run a successful business. Having good, hardworking employees is a […]

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TEN TIPS to Make Money in Q4

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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!

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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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What Wikipedia Can’t Tell You about Fearing the Chinese?

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What Wikipedia Can’t Tell You about Fearing the Chinese?

In appreciation of rolling oligarchies, China is racking up on exploitation kudos. China has been expanding its development in biodiverse hotspots since before they became a biodiverse hotspot. China’s commerce is largely government owned and or controlled. Sino participation in sovereign hedging and global expansion is smart. While seemingly disparate, […]

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Celebrity Fundraiser for Wolves Saving Lives

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Celebrity Fundraiser for Wolves Saving Lives

  Lori Wynn has raised wolves for over a decade, but when economic challenges hit, she found herself in a peculiar predicament.  She needed a safe place to house her wolves that would allow her to stay involved in their daily lives. It wasn’t until she crossed paths with a […]

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UPGRADE Your Business: The Keys Are in Your Hands

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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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