Posts Tagged ‘Business Tools’

Don’t Let E-mail Cut Your Production

While e-mail can enhance your productivity, it can also be a huge distraction trap if you are not careful.  Each incoming e-mail calls for your attention.  How do you keep yourself from getting sucked into the e-mail trap? You must develop guidelines for yourself on when and to what you will respond.  Here are a few suggestions to get you started.

** Set specific times when you will review incoming e-mail.  Some people set 8, 12, and 4 as times to read e-mail.

** During those times, create guidelines on what you will respond to immediately and what later.  For example, you might respond to client emails immediately and company e-mails at the end of the day. (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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Posted in Generating Referrals, Prospecting, Success | No Comments »

Taking Care of Yourself when Markets Crash

When markets are crashing, the workload and emotional demands on you soar.  You need to quickly reach your clients to provide an action plan that will protect them. The volume of client call-ins surges and these calls are packed with emotional intensity as you deal with client panic and their fears about dreams being crushed.

You can empathize because you’re also worried about your family’s portfolio, your business, and perhaps your company.

In the heat of this inferno, it is imperative that you take of yourself.  You can’t take care of your clients if you are not attending to your own health and your emotional state.   Here are a few reminders. (more…)

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Posted in Markets, Success | No Comments »

Keeping Clients Connected and Informed

When the market plunges, how do you connect with all your clients when so many are demanding instant access?

It is hard to be proactive when the markets are gyrating and you have 4 clients on hold.  With so many to serve, it is imperative you utilize strategies that let you reach many with a single effort.  Many of our clients are doing an excellent job of connecting with clients, and using this period to add new clients.   What are they doing?

In addition to proactively contacting clients by phone in priority order, many are using their newsletters to address questions and issues that many clients are asking.  These include (more…)

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Posted in Keeping Clients, Markets, Success | No Comments »