Influencing how people discuss you professionally
You know a lot of people, and they all talk to other people. You might be able to assist some of them if you were their financial advisor. Will they...
Tag Archives: Bryce Sanders
Do high-value clients do business with businesses they dislike?
We have all heard the sayings, “You get what you pay for” and “Free advice is worth what you paid for it.” My guess is your clients wouldn’t keep shopping...
Everyone is a somebody
A somebody means a person who has accomplished something, someone who is a success. Somebody means a person who is recognized and warmly greeted by others. Your clients, however, may...
11 ways to connect with the HNW at events
Nonprofits often hold splashy events at the end of the year. Perhaps you’re attending one of these dressy fundraisers filled with strangers, including the high net worth (HNW). How can...
How wine tasting and clubs can get you into high-net-worth circles
You are a financial advisor in the United States, an insurance agent in Asia or an estate planner in Canada. You want new clients, ideally within the high-net-worth community. You...
Make the most of HNW events you paid to attend
The last few months of the year are the gala season for nonprofit organizations in my area. During a four-week period, there are at least four events we will be...
Overcome client decision paralysis: Make complex financial topics simple
If you’re giving clients and prospects too many choices, they may freeze and not make any decisions because they don’t understand the differences in the choices. They then may pick...
7 tips for successful client events and seminars
With surprisingly little effort, there are many ways you can enhance your in-person seminars or speaking engagements. One of the advantages of training financial advisors for many years is people...
Where to meet people with future client potential
The job of a life insurance agent or financial advisor is often lonely, and it’s difficult too. When it comes to socializing, you might go out with fellow agents and...
9 strategies for building your prospect pipeline
Not every financial advisor and life insurance agent despises prospecting. Many years ago, I met a financial advisor who truly enjoyed the process. He was the only person like that...
Public speaking venues you may not have thought of for public speaking and prospecting
It has been said public speaking is the future of prospecting. If you stand up in a room of 50-plus people and make a good impression, logically you should gain...
The rules of success for community group involvement
How much do people know about you as a financial advisor or life insurance agent? Suppose someone across the room pointed you out. How would that person describe you, and...
6 ways to improve your listening skills
Besides being financial advisors, we’re also someone else’s client, customer or patient. When you think of those relationships, do you feel like a valued client or just another number? Your answer...
In praise of punctuality
Impress your clients and score points with your manager by embracing punctuality. Here’s how it can make you stand apart from other advisors: The late start to office meetings. We have...
Public speaking as an effective marketing tool
Many financial advisors and life insurance agents are natural talkers and storytellers. If this is you, public speaking might be an ideal strategy to raise your visibility as a financial...
