Should you bridge to the next generation to retain your client's assets after they pass? No. Continue reading
Category: Uncategorized
What’s the climax of your value proposition?
When your client tells a friend about you, the response you want them to have is “I'll have what she's having.” Continue reading
Prepare to have your assumptions questioned
The best outcome of collecting client feedback is discovering what you can change that will improve your client experience. Not to find out how happy your clients are. Continue reading
You Should be Blogging – And Here is a Great New Guide to Help You Get Started
Blogging is a good way to project your personality and a better way to keep in touch with clients and prospects when there is not a good reason to meet. A new book by Susan Weiner can help you get started. Continue reading
Find and Attract a Profitable Niche
Profit in 2014 with a successful niche strategy. Free 90-minute course. Continue reading
Getting Referrals Without Asking
The August issue of Investment Advisor magazine features an interview of Steve by Olivia Mellan about his strategy for attracting referrals and his upcoming book. Read the article here, and preorder the book here.
Everybody relies on referrals, and nobody has a plan – Client Engagement Think Tank Part 3
Everybody relies on referrals, and nobody has a plan. Continue reading