Understanding human behavior, especially with the affluent, is critically important to high-level sales skills. By understanding some of the common psychological biases, you are able to better understand yourself, your clients, and your prospects...
BOSTON — “I’m really concerned about overstepping my bounds when socializing,” began Matthew in a soft tone as he built up to asking, “How does one remain social, while at the same time having an eye out for business? Nobody wants to be ‘that guy...
Success Limiters™ are mental hang-ups that have limited your success in the past. They distract us. They stop us in our tracks. They take us off course. Ultimately, they hold us back from reaching our potential. ...
Most financial professionals we know don’t ask for feedback. Why? They’re afraid of what they might hear or they assume they won’t receive honest feedback anyway. ...
Our research on affluent investors clearly shows that 75 percent are uncomfortable when you ask for referrals. Not to mention, it can come across as though you're begging for business. So, how do you increase referrals without asking? In...
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Oct 17, 2016
When many financial advisors think of forming a strategic alliance with another professional, they consider CPAs or maybe estate planning attorneys...
