Category Archives: Financial Services

Be Able to Describe Your Value By the End of This Blog

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Can you clearly describe your value? It’s something you should be able to do at any time. If you can’t do it at this time, we’re here to help. Describing your value should be direct, simple, and understandable to grab the attention of your prospects.

Here is our Messaging Your Value Formula that will help you truly stand out:

  • Focus your message on a target.
  • Describe what they want that you offer.
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    Growing Firms Have A Big Risk: How you can stay ahead of it

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    The problem with growth in business is that it can cause many issues inside the firm to be highlighted or to 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 it happens to you, it can be like a surprise party you absolutely did not want.

    One way to make sure you are meeting the needs of all of your clients during periods of growth and expansion can be done through conducting a survey.

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    The Secret for Financial Advisors that Want to Work with Women

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    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.

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    Don’t Be Better, Be Different

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    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,

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    Do You Struggle Sharing Your Value? Lessons from The Million Dollar Round Table

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    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,

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