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(posted on: April 7, 2007)
Are You Running Out of Time?
By Dan Thatcher, President, Thatcher Resources
Time is your most valuable business asset. Inefficient or ineffective use of time can be detrimental to the accomplishment of your business and personal goals. A proven time management program can assist you in organizing your schedule and performing with greater efficiency and effectiveness, allowing you to accomplish more of what you want in life.
(posted on: November 9, 2006)
Mistaken assumptions = No referrals
By Bill Cates, President, Referral Coach
Why don't reps ask for referrals more often? Fear produced by mistaken assumptions. Producers make certain assumptions about the referral process that often hold them back from fully leveraging their client relationships.
(posted on: May 10, 2006)
Six Steps to FREE Marketing (PR)
By Lyn Fisher, Co-Director, Financial Forum Publishing
Knowing how to effectively market is one of the first steps to growing your financial advisory business. However, like many advisors you may be forgetting one of the key elements for gaining positive exposure with your target market --Public Relations. Public Relations, or PR, is anything you do with the media (print publications, television, radio) to create a positive environment for your message to get through to the public.
(posted on: February 22, 2006)
Launch Your Business Through Creative Marketing
By Lyn Fisher, Co-Director, Financial Forum Publishing
Before you start to spend your marketing money, it's important to identify how to get the most "bang for your buck." Who are you trying to reach? Is your target market the affluent investor, small business owner, or retiree? By identifying the audience you want to reach, you will better be able to target your dollars on marketing efforts that will actually reach your desired audience.
(posted on: February 22, 2006)
Inside the Mind of Decision Makers
By Michael Lovas, Co-founder, C.Ht., About People
If you are a high-level producer, you're probably targeting high-net-worth people - like nearly everybody else in this industry. You realize that people with lots of money hold the potential to improve your success with increased velocity. Sounds logical, right?
(posted on: March 30, 2005)
The Best Coaching and Training Practices
By Michael Lovas, Co-founder, C.Ht., About People
Because I speak at national conferences, I get to hear feedback on other conferences. I'm hearing a consistent theme: National conferences this year are hammering a message to producers - If you want to succeed at a higher level, get a coach and improve your communication skills, your relationship skills, and your presentation skills. So where do you find this coach who will lead you to the promised land? Here are my suggestions and recommendations, developed over many years of successful coaching.