Tag Archives: Financial Services

Five Compelling Tips To Quickly Prove Your Value To Prospects

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When a business states that they “provide exceptional service” do you think people actually believe this? It is like saying, “trust me” or “the check is in the mail.” Empty statements void of facts are a waste of words today. 

Consider, are you standing out by sharing things about your firm that are truly compelling and different? Or, are you telling people – in so many words – that you will be ‘better’ than their last financial advisor?

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A Powerful Solution for Giving Your Prospects A Clue About Who You Really Are

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There is a major issue in financial services, and it very
well may be holding you back from getting the new clients you desire. I wonder
if you have recognized it also. When you walk into a business function or
cocktail party and introduce yourself as a financial advisor, the majority of
people will want to get away. Why are advisors so repelling? Shouldn’t you be
attractive based on all the meaningful work that you do in this noble
profession?

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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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