Tag Archives: Maribeth Kuzmeski

Bring Back Focus or End Up Multitasking Your Way to Disappointing Results

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Did you know that multi-tasking your marketing doesn’t really work? The more projects we start and the more marketing we throw out there – often the less productive it all becomes. Is it better to focus time and energy to get one project working to generate leads and new business or to have 10 projects splitting focus which all seem disappointing?

And with multitasking in general, the thought is that because we are so busy we almost have to do more than one thing at a time to accomplish the growing list of activities that pull on our limited time.

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Market Volatility = The Perfect Opportunity to Acquire Referrals – Here’s How

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Want to know how to get referrals in times of great uncertainty?

An advisor told me yesterday that he is getting results with this question he asks clients as he talks with them during market volatility: “Do you know people that are already retired and are nervous about the volatility in the market? Perhaps they may be interested in getting a second opinion.” Pretty simple approach and he says it is having results.

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Showing Clients the “Magnificent View”

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If your clients are not talking about how great you are – perhaps, just perhaps, they don’t recognize all you do. If a client has been working with a financial advisor for a few years, do they recognize all the above and beyond activities that are being done for them or do they consider it just regular service? Do your clients know how unique you are compared to the competition? Do they have something interesting to tell their friends and colleagues about what you do?

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Hunt for the 1%: Why the Massively Successful Never Settle

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Massively successful firms seem to always be looking for that one small tweak in their firm that when fixed or changed, can actually make a significant difference in business. We call this the hunt for the 1%. In top firms that we work with, they are often doing so much right in their business operations, marketing and sales. In fact, you may say they are doing 99% of everything correct. And yet, you don’t see them settling;

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Risking New Business

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There are definitive correlations between doing something different and taking potential risks, and finding more success. Have you counted the number of times you have gone outside of your comfort zone? Each day or week? Once, twice…or more?

If you go outside of your comfort zone and take even a small risk just one time per day would you be wasting time or making opportunities? What is the cost/benefit?

What would happen if in one day you decide to do something different than what you would usually do?

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