The Best Questions to Hone your Communication Skills


If you If you’ve heard it once you’ve heard it a thousand times. No matter what you do for a living or what job-position you hold, your communication skills are critical to your success. [Read more…]

Managing and Motivating the Younger Generation


What Young Employees Want

One of the most challenging issues facing managers today is managing and motivating the Younger Generation. Many think it’s impossible to bridge the gap, yet others have been very successful in obtaining high performance from “Gen Y.” They have realized that it’s a myth that young people don’t want to work hard. [Read more…]

Don’t Throw in the Towel Too Soon and Make Those Dreaded COLD CALLS


(An excerpt from the ebook-“The ART of Influencing Customers to BUY from YOU.”)

When should you stop calling a qualified prospect who doesn’t return your calls? I can remember the days when I was working in sales for an international training and development company. The sales manager gave me an answer to that question which still stays with me today. He said, “Until you hear the words “NO, I’m not interested.” [Read more…]

Tips for Financial Advisors Success at a Client Event


Financial Advisors and Financial Service Professionals and Wealth Management Firms-

Do You Know How to Connect at an Event and Avoid Missing New Client Opportunities?

It’s amazing how few insurance and financial services professionals have no clue how to make connections at an event.  I’ve seen too many pros attend networking events in hopes of making connections that will result in new clients, but they don’t know how to maximize the opportunities these events provide. I’ve been at numerous financial advisor and wealth management client events. These cost a great deal of time and money. The people work hard to promote the event to ensure a good turnout, then fail to connect at the event in the right way. [Read more…]

Sales Communication Tips for Financial Advisors


I came across an article on you may want to read. It addresses how overall, Canadian financial services professionals need to do a better job of communicating the value of what they offer, and clearly define their value proposition. This holds true for American professionals as well. In fact, studies have proven that no matter what you sell or offer, 85% of your overall career success is in direct proportion to your ability to communicate. This holds especially true when communicating the value of obtaining the services of a financial advisor. [Read more…]