Home » The case for “financial therapists”
Practice Management

The case for “financial therapists”

Many people need advice on money matters, and some may find “financial therapists” are the way to go. They rely on psychology and financial expertise to fill what they see is a rising need. Money magazine (6/17)

Read More

NAIFA 2015 Career Conference and Annual Meeting special event — LILI 7 Leadership Workshop: The 1.2% Factor

Main stage keynoter Bob Davies will help you tap into the highest level of your performance. This interactive presentation will provide actionable ways to reach your health, business and personal goals. Bob reveals how certain aspects of human nature inhibit performance and delivers lessons to help you help yourself and…

Read More

Case study: Building a business while beating cancer

Todd Bury of the Bury Financial Group wasn’t about to let cancer stop him from working. During nine-hour chemo sessions, he was on the phone with clients. “It was therapeutic for me,” he said. In November, he was told he was in remission. ThinkAdvisor

Read More

The unique challenges of practicing solo

Sole-proprietor professionals face “unique risks, issues and restrictions and so need to take extra precautions to protect their clients/patients, loved ones and themselves in the event of illness, disability or death,” Martin Shenkman writes. WealthManagement.com (U.S.)

Read More

Finding The Good Fit

Danny Wood Price isn’t everything anymore, nor does sales volume guarantee profitability. Marketing and sales have shifted from an emphasis on transactions, sales volume, and competitive pricing to an emphasis on creating and retaining the right customers. The key word is “right.” It means that not just any customer will…

Read More

Beyond The Cold Call

Danny Wood Have you ever made a prospecting phone call whose central message sounded something like this? We’ve helped our clients (X, Y, and Z) to deliver (so-and-so benefit) with our (Such-and-Such brand product/service), which has (so-and-so feature). I’d love to meet with you for just a few minutes next…

Read More

Why People Buy!

Danny Wood People do not buy features and benefits, they buy ways to avoid or overcome pain. The STORY: Tim arrived at the prospect’s office fifteen minutes before the appointment so that he could sit in the car and mentally review what he was going to say.  Tim very carefully…

Read More

Prospecting/Qualifying

Prospecting/Qualifying David Stern Many of you who are selling, hopefully understand that you need to have Goals, Product Knowledge, Database and Time Management skills. Prospecting, is extremely important. Some professionals believe that 40% of a salespersons time should be spent prospecting. If you don’t constantly prospect, sooner or later you…

Read More

Are You Asking Your Clients This Question?

Video Are You Asking Your Clients This Question? Here’s a great idea I just picked up from one of my clients during a coaching session with his team. This will help solidify your value and lead to more referrals and personal introductions. Are You Asking Your Clients This Question? CLICK HERE…

Read More

Digging Out

Digging Out David Stern There are well over 750 salespeople who are registered to my blog. Some of you live in the Northeast and are quite happy today for an extra day or so off. I hope that you take advantage of this extra time and are at least coordinating…

Read More