Building Your Business
Explore the latest industry news and advice that can help financial advisors build and grow successful practices.
Want Sales Success? Listen Up!
By John LensiImagine this: you're about to embark upon one of your weekly sales calls with a prospective client. You may be thinking that no extra sales call preparation is needed. Heck, it's just another routine sales call.
November 10, 2009
Build value and trust with a code of accountabilityOne tool you can use to build value and trust with new prospects and clients is a "Code of Accountability."
November 10, 2009
Transforming customers into advocatesThe three main types of consumers -- customers, clients, and advocates -- can mean different things for the way you do business, and the way you're perceived by those who do business with you.
November 10, 2009
Customers set the business agendaAccording to Taylor, customer driven change begins with understanding the changes, values and business strategies that impact companies.
November 10, 2009
Hancock To Give Reps More Help With Succession PlanningJohn Hancock Financial Network is trying to increase the odds that financial representatives will have an easy time transferring their firms to others when they choose to move on.
November 10, 2009
Customers set the business agendaAccording to Taylor, customer driven change begins with understanding the changes, values and business strategies that impact companies.
November 10, 2009
Transforming customers into advocatesThe three main types of consumers -- customers, clients, and advocates -- can mean different things for the way you do business, and the way you're perceived by those who do business with you.
November 09, 2009
Build value and trust with a code of accountabilityOne tool you can use to build value and trust with new prospects and clients is a "Code of Accountability."