For financial advisors, attending conferences can be a great opportunity to grow, learn, and connect. But they are what you make of them. Here are 9 observations that...
“No man is an island” was originally a meditation by the English poet/priest/barrister, John Donne (1572-1631). In 1964, it was also a hit song by The Lettermen. The...
This is a guest post from Susan Weiner, CFA, and author of the new book Financial Blogging: How to Write Powerful Posts That Attract Clients. Blogging is great for...
“How to close new business.” What an inconsistent and conflicting phrase! Among the many meanings and idioms of the word “close” that you can find in your dictionary is...
This recent post by Jaime Navarro, of the Fierce Conversations blog, Question Your Comparisons, struck a chord. She observes the tendency for us, i.e. humans, to observe...
In Daniel Pink’s bestselling new book To Sell is Human, he compellingly makes the case that it’s a brave new world for all of those in the business of persuading,...
The Social Media Revolution is under way! Statistics show that half of the entire world uses social media so you can bet that your target markets are already socially...
[The following guest post was authored by ClientWise coach, Bobbi Gemma MCC.] Has your To-Do List become a To-Don’t list? Is it populated by items that never get...
Jeff Bezos is, arguably, the #1 CEO in America. Investors would seem to agree. Since they went public in 1996, AMZN has appreciated more than 17,000 percent.
Bill McDermott is now the co-CEO of SAP, the software company. His career arc is fascinating one, and a lesson for financial advisors. From a young age, he was...
As the leader of a financial advisory team, or as a financial advisory working within a team, effective delegation is a valuable (and learned) skill. Not only does...
SEO or Search Engine Optimization is the process of improving the visibility of a website/web page in a search engine’s results. The earlier and more frequently a site...