Financial advisor article published at Agent eNews: Develop an expert status that attracts your target market

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. The article explains the importance of an expert status in differentiating advisors from their many competitors. Check out the article at the link below: […]

Financial advisor article published at Advisor Websites Blog: Develop an expert status that attracts your target market

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 how financial advisors can create a brand that is magnetic to the group of prospects they are trying to reach. […]

Mastering the art of client conversations — co-written with Rosemary Smyth

I’m co-writing a series of articles for financial professionals, along with my colleague Rosemary Smyth, an international coach to financial advisors. Here is a recent article we co-wrote about client conversations… MASTERING THE ART OF CLIENT CONVERSATIONS Most conversations start off with innocuous questions like, “What do you think of the weather?” If you want […]

Financial advisor article published at The Wealth Channel: Develop an expert status that attracts your target market

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 explains how you can build a brand around an expert status and then attract a target market that will specifically respond […]

Are your prospects choosing your cheaper competitor? Make sure they’ve counted the HIDDEN costs

When you’re shopping for something (whether for your household needs or your business) you are offered a range of choice. Multiple vendors, each with multiple products or services, provide you with many options. Your job as the buyer is to weigh the costs versus the benefits and choose the best one for you. So the […]