Category Archives: Financial Services

The Marketing Hat-Trick

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In hockey, the hat-trick is when a single player scores three times in one game. It is celebrated by fans who throw their hats out onto the rink to say, “Job exceptionally well-done. Hats off!” What about in your business? What are the three things, that if done exceptionally, would constitute a result worth taking off and throwing a hat?

There are certain key numbers, that when measured regularly, will indicate if it is time to take a moment to step back and celebrate an extraordinary feat.

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The Problem with Business Growth

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Business GrowthThe problem with growth in business is that it can make many issues inside the firm highlighted or appear. Growing slow is easy. Growing fast can be challenging, especially when you don’t have an appropriate service model, processes, and/or the right staff in place. Many wish for this “problem,” but when you run into it, it is like a surprise party you absolutely did not want. I have seen firms truly feel that they were prepared,

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The 5 Great Myths about Referrals

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It has been proven that one of the best ways to build your client base is through referrals. But is this really a sustainable strategy? If you’re like many agents and advisors, you’re not quite sure how to persuade current clients to regularly offer them up amidst the turmoil. Do you know what may be stopping you from getting the referrals you deserve? Following are a few myths that have spread in the financial industry.

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Be Compelling to Attract Attention to Your Firm

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Gaining exposure for your products and services today often takes a Herculean effort. With all the noise in the daily lives of clients and potential clients, it has hardly become easier to attract attention and appeal to your target market. But, it has never been more critical for business survival and success.

Attracting attention often requires that you step outside of the current norms and stand out. But to step out and be noticed in a credible way,

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Top Firms and the Hunt for the 1%

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Massively successful firms seem to always be looking for that 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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