Financial advisor article published at Agent eNews: Take charge of your prospecting and revitalize your sales funnel

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 blog. The article outlines how financial professionals can use the sales funnel to improve their prospecting. Check out the article at the link below: […]

Financial advisor article published at Agent eNews: Prospecting more effectively in 4 easy steps

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 lists four easy steps that financial professionals can use to prospect more effectively. Check out the article at the link below: […]

Lower your expectations: This easy sales funnel trick converts more prospects into customers

Do you want your prospects moving faster through your sales funnel? And, do you want more of those prospects buying from you? Of course you do! Those goals are at the top of every business owner’s wishlist. But how do you do it? Here’s a trick that is fast to implement and it helps you […]

Financial advisor article published at The Wealth Channel: Take charge of your prospecting and revitalize your sales funnel

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 on The Wealth Channel. The article is about how financial advisors can develop a sales funnel that helps them to take charge of their business (specifically their prospecting). […]

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 […]