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Sales and Marketing »

Stephanie Shields
Workplace benefits: Are your clients prepared for Gen Z?
Article posted by Stephanie Shields
Taking time to better understand Gen Z’s values and needs now can help advisers create comprehensive benefits strategies for clients that will help attract and retain the best talent.

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Prospecting »

Stanley J. Targosz III
FAFSA Changes Around the Corner....
Article posted by Stanley Targosz III
Time Sensitive: FAFSA deadline on October 1st for students applying for financial aid.

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Practice Management »

Michael Goldberg
Business Networking: How to End a Conversation
Article posted by Michael Goldberg
Bottom line, ending a “not so great” conversation comes down to rejection. Nobody likes to be rejected and almost nobody likes to make others feel rejected. But as in sales, there is always the risk of rejection, which is the same thing as not being accepted (I think Maslow covered that!). Be direct and do what you must with respect, empathy, and professionalism.

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Social Media »

Greg Preite
7 Reasons Why Advisors Should Be Email Marketing
Article posted by Greg Preite
If you aren't currently implementing it in your practice, you could find yourself losing market share to those who are.

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Technology »

Michael Goldberg
6 Ways to Make Real Connections on LinkedIn
Article posted by Michael Goldberg
Although I’m still learning a lot of the social media tricks of the trade myself, I realize that, like any form of marketing, LinkedIn is a process, not an event. It’s got to be used for the long haul. Just like the hundreds of phone calls I used to make off of lead lists. It’s a process. Keep in mind, all the ideas above can be applied to those you meet and “like” at actual networking meetings, holiday parties, and business functions. Yes, real life people! Not just those that appear on your hand held device. Whether online or off, it just comes down to having a system to connect with and relate to people. And it always will.

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