Working women – stand proud
The last year has been tough, and female financial professionals have felt pulled in many directions.
How to close prospects at the first meeting
There is an art to prospecting, and a formula that helps close prospects in the first meeting.
New year, new you: Prospecting in the virtual world
The truth is, your business can thrive in this 'new normal.' Learning effective ways to prospect virtually can be a huge competitive advantage to advisers who embrace it.
Wrap up, rest and reset: Getting ready for 2021
Your plan for 2021 should focus heavily on how you are going to market and meet virtually
Why hosting a two-day retreat is critical to your 2021 success
You'll need new ideas to take your business to the next level, and you need time to develop those ideas
Proven techniques to plan for a great 2021
If you want to grow your business, establishing a weekly planning ritual is a great place to start
Building your firm without bugging friends and family
When I started out, I had a policy that I would not work with any family, friends or neighbors
The secret to closing prospects
Telling your personal story will work against you if all you focus on are your industry accolades; it only works when you exhibit humility
Women have an edge as financial advisers
In a competitive situation, female advisers have a sense of empathy that helps them relate to clients on a personal level
Erin Botsford: Building a financial services business that grows itself
You have to identify your target market, locate potential customers in your target market, find ways to attract or get in front of them.