Tag Archives: prospects

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 […]

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. […]

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 […]

Prospecting more effectively in four easy steps — co-written with Rosemary Smyth

This article was co-written with my friend, Rosemary Smyth, an international coach to financial advisors. The article is also posted on her website. The success of many of the top-earning financial advisors hinges on their ability to simply get more clients. Although exceptions to this rule exist, the advisors who outlast their peers and are […]