Target Client

Target Client

A Clear and Unique Value is Critical Because Everyone Wants to Eat Your Lunch

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Financial advisors are facing more competition from more directions than ever. With so much choice, there are more reasons now than at any point in the past why ...
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Don’t Ask For Referrals – Ask For Advice

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Let me introduce you to the most powerful business building question I ever learned. The question was taught to me by Bruce Peters, my coach and mentor and ...
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To Connect, Communicate Solutions, NOT Methods

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People care less about what you do and more about what they get. When I asked advisors what they do, or what value they represent, too many describe ...
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To Get Referrals, Your Clients Must Understand Your Target Market

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by Stephen Wershing, AdvisorChecklist.com When Andrew Sullivan, of Sullivan and Schlieman in Atlanta, formed his client advisory board, one of their top recommendations was to give each of ...
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To Connect With Prospects And Attract Referrals, Communicate Solutions – Not Methods

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My Practice
People care less about what you do and more about what they get. When I asked advisors what they do, or what value they represent, too many describe ...
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