Streamline your way to client satisfaction
To prospects and clients, financial advisors seem to offer similar products. The difference is in client service. In this area, there may be much room for improvement as sometimes we...
Tag Archives: business processes
Techniques to reach Top of the Table
There are many strategies MDRT members use to reach Top of the Table-level production, and some are simply a matter of small adjustments in perspective. George D. Goulet, TEP, CFSB,...
Does your practice fit the formula of a successful organization?
Whether you’re a new or a veteran advisor, you know that a thriving business relies on a combination of a lot of moving parts. In his 2014 Annual Meeting presentation...
3 ways to close the sale
Prospects never breeze into your office and say, “Where do I sign?” As a financial advisor or insurance agent, you must do the work and close the sale. Are you...
Boost client service and your success
Success as a financial advisor is not accidental. There are deliberate steps taken to increase productivity and efficiency. Try these three ideas when working with clients to take you to...
3 steps to overcome your plateau and boost your productivity
It happens to us all. You’ve worked very hard for a long time, and you’ve made outstanding progress. All of a sudden, though, putting in more effort doesn’t mean more...
Why you’re blocking your success
“There’s a massive gap between knowing what to do and actually doing it,” said motivational speaker and author Mel Robbins, and in that gap is where our dreams live. If we...
How do you measure success?
We’re all under pressure to deliver. Although you might grumble when your manager asks how much business you closed, it’s important to realize they are under the same pressure from...
Growing your client base is easy as ABC
How do you turn networking contacts, referrals and acquaintances into clients? The ABC system is an approach to engagement designed to do just that. Each component builds on the next: Acquiring adds...
Time to reassess your strategies
Today’s business climate is exceptionally volatile and complex. Information isn’t written in stone. The information you created your business strategy with may not have withstood the shifting trends and your...
What is restricting your revenue?
Ideally, the longer you’re a financial advisor the more your business grows and the more income you bring in. Until you stagnate. Then it’s like slamming into an invisible wall....
Organize your calendar to achieve your ideal week
As a financial advisor, I’ve learned how important flexibility and balance are. We could easily work every single day, accommodate every single client and never be home for our family....
Stop stopping: What’s preventing you from achieving goals?
I often talk with clients and in workshops about the “success formula” Napoleon Hill shares in his 1937 classic book “Think and Grow Rich.” It includes the following: Set a...
How to keep your calendar full of appointments
What’s the No. 1 activity truly needed in the business? A scheduling process! Be it yourself or a team member, someone needs to make calls daily to keep your calendar full....
Become a go-to advisor with webinars
Early this year, when the world was changing quickly for all of us, we debuted a weekly webinar series that assisted our business-owner clients in their time of need and...
