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- Watch for the “little things” that tell clients about your service
- Article
Writing the story of your life
A marketing bio helps prospects get to know you and your team - Article
Use a biography to gain trust
Five tips for a biography that will impress prospective clients - There are several steps you can take to enhance your profile on the Internet and ensure that prospective clients find you online
- Jim Ruta, a performance consultant and a speaker at the Expertinstitute.com, explains why advisors should treat “insuring the uncontrollables” as the foundation of financial planning. He says the taking care of the financial security needs of your client is the crucial first step in any financial plan. He spoke at the TMX Broadcast Centre in Toronto.
- Article
Create an effective pitch book
A valuable tool that introduces you to prospects - Jim Ruta, a performance consultant and a speaker at the Expertinstitute.com, takes issue with the notion that sales professionals are “product pushers”. Ruta describes quality selling as understanding the needs of your clients and showing how they can accomplish their goals by buying the products and services you offer, without considering your needs first. He spoke at the TMX Broadcast Centre in Toronto.
- Article
Top five prospecting mistakes
Avoid these common errors when shopping for new clients - Invite your audience to call or click for more information
- Article
Build a wildly popular blog
Use social media links to increase your audience