Are women a niche market for financial advisors? Some would consider them to be a niche market. But if women are a niche, then I guess men are too. You rarely, however, hear a business, for instance a financial advisory firm, claim that they are targeting men. Then why women?
There is no question that the key to working with women is an art – but perhaps not in the way you may think.
It may feel instinctual, when someone asks you how you are different than your competition, you focus on the things you do “better” than them.
If someone asks why they should do business with you as opposed to the firm across the street – you begin to give them the “betters.” You may not say it by using the word better, but it sounds like you will have better communication, better services,
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,
It’s conference time once again with many firms hosting their large summer meetings. When you attend these meetings, do you get ideas to improve your business, increase revenue, or create other efficiencies?
Most meetings actually do bring many ideas that will help improve your business. The key is having a plan to get them home with you and implement them. Oftentimes, we return to the office with good intentions to get new initiatives started,
Don’t assume that people are excited to talk about the core deliverables of your firm. After all, those things are supposed to be there (i.e. sound investments, good service, good food, etc.). What people will remember and talk about are the unexpected things you have done or said that set you apart. And, it’s often the small things that grab their attention.
A memorable interaction should result in leaving something behind with the people you encounter: a thought,
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