Operations

Why are you different? A question we get all the time...

To get the right results with your practice & your 2021 goals, you need to make your strategies goal-oriented. The financial planning industry is the most competitive than before which means financial, lending and insurance advisors need to up their prospecting game.

Google employees registered for a 2-day SIY (Search-Inside-Yourself) program which taught them several mindfulness techniques and were coached by neuro-trainers to improve empathy, self-regulation, motivation, and learn leadership skills that helped them perform better at their job.

One-size-fits all in sales is dead. I repeat, it is dead! Each client is different and they all have unique needs. Even if the service cannot be tailored according to each. Sales efforts can be tailored.

We've all been there. After a long day of work and seemingly putting in a lot of effort, you do not see much advancement in your business.

In any business, not just Financial services, it’s essential to have systems in place to get new prospects into the pipeline. A “rinse & repeat” system that you can fully rely on. Now, I'm fully aware that the wealth management/advising industry has completely changed with the sudden surge of COVID-19 and the lockdown.

This is Alfredo. Unfortunately, our feline friend has also been hit by the COVID-19 lock-down. Alfredo has a business to run. He usually meets his prospective clients in person, that's just the way he likes it. Alas, Alfredo needs to adapt to the conditions of a chaotic world.

The core aspects of business development, as a Financial, Insurance advisor & Lending Advisor, are marketing and sales. Along with building a brand, you need to inform your potential client of who you are. The potential client may reach out to you after they read about you in an advertisement, on social media, through content marketing, or a networking event. But at this stage, the potential client only “knows” you.