Financial services professionals like you have two major tasks in growing your practice – retain existing clients, and convert prospects to new clients. LinkedIn Sales Navigator is a fantastic tool for both of these objectives, by giving you news & insights on each group. Once you’ve built your system, Sales Navigator will deliver you information

Read More

When the Work From Home initiatives really hit their stride in early spring, most video gear was suddenly backordered for months. Now, though, inventory is available for WFH additions that – simply and inexpensively – will help your team step up their game. Marginal improvements in video and audio will make you appear all the

Read More

I decided to replace my ICE car with a Tesla back in January, and I’m often asked by people, “Do you have range anxiety?” Said another way, are you afraid of being stuck at the side of the road with no juice? No. Embedded in this question is a really important business lesson I learned

Read More

You receive a lot of requests to “pick your brain,” right? Here’s a way you might consider navigating those awkward interactions: First, let’s be honest. “Pick your brain” means “Will you give me free consulting?” It’s almost always one-sided, and you’re asked to meet for a coffee/lunch, which means you’re taking time away from your

Read More

If you work in marketing and haven’t worked in sales, there’s a important phenomenon you should know when you’re communicating with your business development professionals – call reluctance.  Call reluctance means the phone gets really heavy. Or that the car door just doesn’t want to open as quickly as it did. This affliction – which

Read More