I’m co-writing a series of articles for financial professionals, along with my colleague Rosemary Smyth, an international coach to financial advisors. One of our articles was posted at the Advisor Websites Blog. The article lists the three objectives to every conversation and how you can build on each objective to persuade prospects to become clients. […]
Tag Archives: financial professionals
Financial advisor article published at Advisor Websites Blog: Mastering the art of client conversations
I’m co-writing a series of articles for financial professionals, along with my colleague Rosemary Smyth, an international coach to financial advisors. One of our articles was posted at the Advisor Websites blog. The article explains some conversational tools that financial professionals can use to build and strengthen their client relationships. Check out the article at […]
Financial advisor article published at The Wealth Channel: Mastering the art of client conversations
I’m co-writing a series of articles for financial professionals, along with my colleague Rosemary Smyth, an international coach to financial advisors. One of our articles was posted at the The Wealth Channel. The article lists a number of tools you can implement in your conversations with clients and prospects. Check out the article at the […]
Accountants: Is your blog putting your website visitors to sleep?
Accountants play a vital role for businesses and individuals who need to make sense of their financial situation. If you’re an accountant, people need your financial guidance and insight. And you need to use online marketing to position yourself as a skilled and competent professional. Unfortunately, when it comes to online marketing, you have a […]
Financial advisor article published at ByAllAccounts: Are you ready for the toughest questions every financial advisor is asked?
I’m co-writing a series of articles for financial professionals, along with my colleague Rosemary Smyth, an international coach to financial advisors. One of our articles was posted at the ByAllAccounts blog. The article lists the five types of questions that financial advisors are asked and gives advisors tools and ideas to prepare great answers for […]