Your advisor clients and prospects are deluged with information.
Worse, it is information that often they can find online, unaided.
So how exactly are you going to become irreplaceable?
Be Bold, Be Brief and Be Gone with Jimmy Pomerance
How clear is it, to both clients and prospects, what’s going to happen after you leave?
Did your meeting end with a plan…
…or a thud?
How One Firm Successfully Engaged a Former LinkedIn Insider to Increase Sales with Dan Swift
Yes, we’ve covered LinkedIn here before – and never like this.
What happens when you take a former LinkedIn insider/senior leader and put them to work helping a firm develop and implement a super successful strategy for serving advisors and building non-product value in the market?
[Hint: It’s a massively successful PVP-Peerless Value Proposition®]
Listen in to learn the whole story.
Decisions, Money and Emotions: Gaining a Better Understanding of an Advisor’s World with Dr. Moira Somers
70% of an advisor’s new clients are in the middle of a major life change.
70%!
How does an advisor (and their wholesaling partners) best accommodate these clients, their emotions and their money?
How to Easily Remember and Recall Advisors Names with Memory Expert Bob Gray
It happens all the time.
You see an advisor, COI or staff member out of their office element and you seize up, unable to recall their name.
One of life’s more awkward moments.
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