Archive for the ‘Prospecting’ Category

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5 Reasons NOT to Hire a Coach – Part 2

How to Select a Coach

When selecting a coach, create a checklist of what you want in a coaching relationship. Here are a few criteria to consider.

1. Demonstrated expertise and track record in the areas you want to strengthen.

2. A clear methodology for addressing the areas you want to strengthen.

3. Specific measures so you can track your progress

4. Teaching methodology that fits how your learn and change

5. Clear money-back guarantee

6. Personal style with which you are comfortable

7. Provide options for on-going support. (more…)

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Referral Mastery – 20th Anniversary Specials

In appreciation for twenty (20) wonderful years of helping our clients improve their profitablitity through referral generation, we have comprised two (2) extraordinary toolkit packages that will “jump start” and.or dramatically improve your business’ growth through referral generation.

Please enjoy our 20th Anniversary Specials (more…)

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How to Raise Your Referral Game to the Next Level

As we help professionals raise their referral proficiency until they operate “BY REFERRAL ONLY”, we encounter people operating at very distinct levels of effectiveness.  We call it our “proficiency staircase.” Each step up the staircase provides a dramatically higher level of profitability – our research shows a 300% increase.   Each proficiency level is unique and requires a different focus and set of strategies in order to continue moving up.  See where you are and what steps you can take to reach the next level of profitability. (more…)

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Learning Through Travel

My wife and I recently returned from taking our grandson to Istanbul and the ancient cities of Ephesus, Aphrodisia, and Aspendos.   It renewed my belief in why it is so important to visit other countries and older cultures.

Beyond the stimulation of seeing amazing places like a 2000 year old Roman theater that is still used today or the magnificent Blue Mosque, experiencing other cultures enriches your life. (more…)

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Thawing Frozen Prospects and Getting Them to Commit to You

It is a great time to be prospecting because so many investors are upset with their current advisor, confused about what to do, and facing big challenges. The good news is the dissatisfaction and confusion is making it easier for advisors to secure appointments with prospects.  The bad news is that investors are less trusting and many are afraid to make a decision.  The result is a longer selling cycle. (more…)

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