Prospecting Playbook
By Joseph FinoraIdentify your practice's strengths. Are those strengths compatible with what clients are telling you or asking for? Can you make your existing clients better ones with new services? Are you regularly reaching out for new bu
March 01, 2009
Daryl Stong, managing partner at Harborview Investmentsdirect mail offering a free financial plan cold calling networking with CPAS & payroll providers traditional print advertising While an old standby such as cold calling may seem a bit archaic, Strong says you have t
March 01, 2009
Chock Full Of 'Advice'Today's advice-givers seem to be chock full of recommendations for consumers on how to cope with recession...
March 01, 2009
Gulliver's TravailsI remember it so clearly--a memorable illustration from one of my childhood books, Gulliver's Travels. There he was, huge Gulliver lying flat on the ground, bound in ropes, an unlikely prisoner in the land of the Lilliputians...
March 01, 2009
Ode To Whole LifeAt the outset I should confess that I am a whole life freak and have been one for more than 50 years. However, I believe my own experience with this product, coupled with the experience of others, will more than justify my conviction...
February 28, 2009
Daryl Stong, managing partner at Harborview Investmentsdirect mail offering a free financial plan cold calling networking with CPAS & payroll providers traditional print advertising While an old standby such as cold calling may seem a bit archaic, Strong says you have t
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