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 Agent eNews: 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 Agent eNews site. The article the types of questions that financial advisors will most likely face and it provides them with tools to handle those questions […]

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 […]

Aaron Hoos’ weekly reading list: ‘Business models, prospecting, and social media’ edition

Here are a few of the things that caught my attention this week: How to turn your business idea into a business model: I’m totally a sucker for any article that contains the word “business model” in the title. It’s Pavlov’s bell to me. This article by Entrepreneur does a great job of highlighting the […]