Monthly Archives: January 2021

Big or Small… this is How and Why you should be saying things

We are in the communication business.  If we do not communicate well, our success will suffer, regardless of our skills and expertise in wealth management. As advisors, we all must have one-on-one conversations with people.  Depending on your practice and … Continue reading

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Make it Rain Clients

As advisors, we sell the intangible.  Much of the sales training out there is for sales people that sell the tangible, and that training is not transferrable to the intangible sales process. Mike Schultz and John Doerr have written a … Continue reading

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Leveraging Segments and Traits will put Your Marketing on Steroids

Merrill Lynch conducted a large study of Baby Boomers and found they consisted of five distinct segments: Empowered Trailblazers—people that believe they have the world by the tail, and they have an almost god-like power to make things happen. Wealth … Continue reading

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