Tag Archives: Financial Services

Is Your Referral Problem a People Problem?

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Referrals are generated most often due to the excellent work of your team of passionate people, not because someone asked for a referral. And, the more loyal and passionate your team is, the more referrals seem to magically come into your business. 

I have observed many firms attempt to create loyalty and inspiration for excellent work amongst their staff. The problem: loyalty and passion are not something you can force upon people or manufacture. 

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The Power of Words: Predicting Your Success as a Financial Advisor

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Can the words we use predict our success in our business? This is a growing area of research – where the data analyzed is the words that we use. This language analysis has been done to predict the success of athletes, movies, books and more. Can they predict your success as a financial advisor too?

Researchers at Stony Brook University have developed an algorithm that will indicate whether a book will be commercially successful with 84% accuracy.

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