Category Archives: Financial Services

Getting People to Remember You

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When I started in business I thought (naively) that if I am
good at what I do, word will get around. I have since realized that people
don’t spend their time talking about things that are “good.” People don’t find
a reason to talk about the things that are supposed
to be there (i.e. good marketing, sound investments, good service, good food,
etc.). It’s not exciting enough to work into a conversation.

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How Can You Create a Business Hot Streak?

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My son plays college hockey so, needless to say, I’ve seen
quite a few hockey games over the years. Lately I’ve been wondering about the
phenomenon of “getting hot.” A player scores and then he goes on a streak of
scoring. It’s as if he’s seeing the ice and the net differently all of a
sudden. Hot streaks happen in all sports and they are enviable. The same
happens in business.

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It’s not about the work – it’s about the outcome!

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When people share that they need more
marketing, early on in my career I understood that this is not what anyone
really wants. No one wants more social media posts, advertising, direct mail,
seminars to run, videos created… or more work to do. No, they just want more
interested people to talk with about their services.

Marketing is not about doing more activity, it’s about increasing
the number of people you can impact. In financial services,

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The Most Meaningful Thank You

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The one “thank you” that feels the most sincere is the one that comes from you directly. When someone can hear you say “thank you” – just to them – it feels different. It feels personal. It feels authentic.

If you want to make an impact during this holiday season, consider calling someone or stop by someone’s office and deliver that “thank you” in person.

Why? The “thank you” that is delivered personally takes more effort (and we know it) than sending off an email,

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7 Critical Takeaways on Using Media and Video from The Advisor Thought Leader Summit

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Did you miss The Advisor Thought Leader Summit last week? I hosted the summit with Marie Swift of Impact Communications. The event turned out beyond our expectations! There was a full room, delighted attendees, gracious sponsors and an amazing lineup of speakers including a media personality and producer, multiple New York Times best-selling authors, TEDx speaker, and powerful marketing and video experts. Each attendee recorded their own thought leader video that they now can use online and in their communications.

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