This week I had the honor to speak at the Million Dollar Round Table (MDRT). It became immediately clear that the challenge of creating a powerful and precise description of what you do, your value, and why someone should work with you – is a WORLDWIDE issue for financial professionals.
Attending MDRT were financial professionals from across the globe that spoke many different languages (the presentation translators were amazing). Across borders and continents,
Your bio should provide the inspiration that a prospect needs to contact you. It should have an interesting narrative about you – not just a laundry list of what you do. You want your bio to include Connection Points – things that your prospects can relate to. People will connect with you when you share something memorable about yourself and your background.
For example, telling people why you are in your business and your background story are excellent connection points that are memorable.
People believe what they want to believe. Even if others feel they are being irrational or not considering available facts, their beliefs often hold strong. Just consider what is happening in politics these days. A simple statement of what one person believes can quickly turn into an argument.
Knowing this, we have to take a look at how we talk to prospective clients when we want them to work with us. Many can make the mistake of telling prospects why your firm is better than the firm they are currently working with,
I have observed many firms attempts to create loyalty amongst their staff. The problem: loyalty is not something you can force upon people or manufacture.
But we all want our best staff, teams, and coworkers to be loyal – so how can that be achieved?
Leadership 101, the Hawthorne Effect (study by Harvard)*, and almost all research conducted on workforce development have suggested that the way you create a loyal and inspired workforce is through changing the way employees feel about the organization,
The 5 proven marketing strategies most likely to help you generate new business in 2018
By Maribeth Kuzmeski, PhD
Most likely you already have many marketing ideas – but are they working in today’s environment for financial advisors? Here are five easy-to-implement strategies that are working right now to attract new clients and fans, expose your brand, get people talking, and differentiate yourself.
1. Yes,
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