Strategy 101: 5 key ways to maintain your financial services

Many financial advisers struggle to consistently generate new, quality, sales leads. In this week’s post I’m giving you a few key tips to reliably ensure that your new business pipeline stays strong. Many of the old methods still have value, but if everyone’s doing them, you’re in a queue for the same client. Blog or […]

what is your why

Re-examining the basics of Simon Sinek’s WHY

Is there anyone out there who hasn’t listened to Simon Sinek’s TED talk, “How great leaders inspire action?”.     For those who haven’t had a chance to watch his 2009 talk, here is the basic premise of his “golden circle” approach: All businesses define themselves by what they do and how they do it, but […]

work the room

Relationship Building 101: 3 Tips To Work The Room Better

Networking is either something you’re excited about or terrified of, depending on whether you’re a typical extrovert or introvert. But while some of us might tend to be a bit more self-conscious in environments where we don’t know anyone, when it comes to building relationships in the financial industry, it’s easy to work the room […]