Investors are Feeling a Case of the Ostrich Effect...why that's bad for business
10 U.S Based Billionaires You’ve Never Heard of!
There are over 1,035 billionaires in North America alone, accounting for 31% of the Global Billionaire Population. Who are they, and how can you get in front of more of them? This article talks about the billionaire community, as well as lists 10 billionaires most of us have not heard about. Getting a billionaire as a client can be a career-maker, so become a student of this niche sooner than later!
Why Competence Isn’t Enough to Set Yourself Apart in the Finance Industry
Bedside Manners: One of the biggest skills you can gain in your career
Have you ever heard of the term “bedside manners” when it comes to doctors? We all know that we don’t want our doctor to just know how to do his job right; we want him to communicate with us and help us feel better emotionally. This is what we call “Soft Skills,” and we can all benefit from it to stand out in our profession.
The most critical Soft Skills for more people to trust you
There are some people in this world you have never met but somehow deem as trustworthy. For each of us, that person is different. But what are the skills these people have to make so many people trust them, even though we have never met them? In this article we disclose some of those top skills, which you can develop as well!
Which personality test is best for my team and company goals?
You’ve heard about Big Five, DiSC, HEXACO, Myers-Briggs, StrengthFinder, Eysenck and Minnesota Multiphasic Personality. In this article we will share with you our favorite personality test for leadership and sales, which is none of these, and how it can help you make critical decisions around your business.
Why you need a Certificate in Wealth Management Marketing
Serena Williams' Dad's 85 Page Business Plan to his daughters' success
Marketing advice for any advisors thinking of going independent
Thinking of going independent or opening up your own wealth management firm? Make sure you review all the branding and marketing activities you’re going to need to do on an ongoing basis to replace what your large institution was doing on your behalf. We have included in this article a few key solutions.
Branding for Financial Advisors and Financial Firms
Sure, Organic Means Healthy, But it Also Means Smart Marketing
Consultative Sales Training for anyone not selling widgets or products
How to Boost Your Team's Emotional Intelligence with Clients and Prospects
How to Overcome Analysis Paralysis in 5 Simple Steps
2022's Highest Impact Time Management Strategies You + Your Team Must Embrace
An Alternative Strategy to the Pomodoro Method
Have you been told by mentors, peers, books and blogs that the way to manage your existing clients all while getting new clients is by time blocking? If you've tried any of them, you've probably only felt frustration....mainly because they simply don't work for getting Sales AND handling an existing client base. But we know what does!
The Billionaire Club’s Secret to Managing next-level Stress
The Ultra High Net Worth Opportunity Has Never Been Greater for Those Serving Them
10 Synonyms for the Term Financial Advisor
Tired of calling yourself a “Financial Advisor?” Feel the title has a bad rap? Here are 10 synonyms to truly showcase what you do. This is just one way of rebranding a financial wealth management firm. But branding a wealth management firm goes way beyond that. It includes everything from taglines to colors, logos to website look and feel. It includes renaming your firm, social media content, and ways