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The Secret to Your True Potential Is Fried Chicken

Filed in Articles, Blog by on December 9, 2017 0 Comments
The Secret to Your True Potential Is Fried Chicken

I was at a conference once, and the speaker there—Don Barden (author of the Perfect Plan)—talked about the key factor that separates the top 1% of advisors from the rest.

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Rethink Your First Client Meeting and Go Digital

Filed in Articles, Blog by on December 7, 2017 0 Comments
Rethink Your First Client Meeting and Go Digital

The prevailing sales wisdom suggests that face-to-face interactions are best. The personal element of sales is best in person, so we should do our best to have our appointments that way. At least that’s what we assume.

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Don’t Make a $50 Million Mistake

Don’t Make a $50 Million Mistake

When we talk about ways advisors can grow their practices, we talk about a number of opportunities: appointment setting, strategic partnerships, seminars, techniques for improving direct mail campaigns, thought leadership and so on.

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Four Ways You May Be Missing the Human Touch

Filed in Articles, Blog, Financial Advisors by on October 25, 2017 0 Comments
Four Ways You May Be Missing the Human Touch

Explore these opportunities if you want to make a real connection with your prospects and clients.

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Opportunity Creation: 5 Ways to Grow Your Business

Filed in Articles, Blog, Financial Advisors by on October 11, 2017 0 Comments
Opportunity Creation: 5 Ways to Grow Your Business

We see a common trend in mature practices, and seven years of a relatively up market has strengthened it, especially in the Business to Business space.

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Stay on the Line: To the Moon and Back

Filed in Articles, Blog by on September 7, 2017 0 Comments
Stay on the Line: To the Moon and Back

A moon-shot is the culmination of a big plan and continuous small adjustments.

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How to Market with Dignity

Filed in Articles, Blog by on June 20, 2017 0 Comments
How to Market with Dignity

Exponential growth does not have to come at the cost of your reputation or character.

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Escape the Lukewarm Sales Rut

Filed in Articles, Blog by on May 8, 2017 0 Comments
Escape the Lukewarm Sales Rut

Most salespeople fall into the lukewarm middle of the sales curve, and here’s how to change that.

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Beyond Sales: The Power of Why

Filed in Articles, Blog by on April 11, 2017 0 Comments
Beyond Sales: The Power of Why

Starting with why in any interaction, from sales to routine meetings, can lead to better results.

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Luck is Where Preparation Meets Opportunity

Filed in Articles, Blog by on April 3, 2017 0 Comments
Luck is Where Preparation Meets Opportunity

A lucky break is forged by thorough planning and lots of practice.

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