Category Archives: Sales

Advisors, Meet Presenter Coach—Your One-Way Ticket to Presentations that Impress

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You have a big presentation or prospect pitch (live or virtual) coming up and you’re getting a bit nervous. You know there is a lot on the line here. So, how are you going to prepare? Will you rehearse for a colleague who may or may not give you honest (or reliable) feedback? Give your presentation in front of a mirror? Or maybe just wing it? Now you can take the guesswork out of your performance by using a tool in PowerPoint that helps you evaluate your presentation.

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LinkedIn Prospecting Strategies – FOR REAL

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The Struggle with Business Development

Almost every advisor I talk with struggles with business development. If you’re reading this blog and can identify with that initial statement, just know that you’re not alone. 

During those conversations, I try to determine the root of their struggle. The  majority of the time, the reply I get is “I can’t find enough qualified people to talk business with”…or some variation of that statement.

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The Secret Power of Smarketing: The 3 keys to a successful combination of marketing and sales

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How is it that a business can be really great at sales but not at marketing, or vice versa? Don’t these two skills go hand in hand? The reality is if you are not closing enough new sales it is either a sales or marketing problem and in rare cases both. The solution?  Implementation of a “Smarketing” process in your business.

The two statements I hear a lot are:

“If I get in front of a qualified prospect,

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Being in Sales is Unpopular but is Critical for Business

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How often do you openly share that you’re in sales? The fact is, no one wants to be sold, so sometimes, sharing you’re in “sales” is not positively received by others.

But popular or not, selling skills are critical to growing a business, increasing profitability, and ultimately thriving! However, it is apparently so shunned as a discipline that it isn’t even taught where we get much of our initial business training – at universities.

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