wealth manager sales coach

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Curate client events for the greatest impact

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Curate client events for the greatest impact

CPA firms both large and small are investing thousands of dollars a year in bringing clients and resources together for social and educational panels, dinners, happy hours, briefings, CFO breakfasts and more, in the hopes of not just thanking their existing clients, but obtaining new clients through the process. Yet the results are mediocre at best. What are some best practices in having more impact through the client events you host?

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Top Sales Training Program for RIAs and Financial Firms

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Top Sales Training Program for RIAs and Financial Firms

Sales is never going to be anyone’s first choice of actions; it requires vulnerability, openness to rejection, stepping outside your comfort zone, humiliation and more. But put hard and fast quotas and metrics around it, and watch anyone convert into a true salesperson!

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The Importance of Branding for Financial Advisors

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The Importance of Branding for Financial Advisors

Branding Insight for financial advisors. In this video we discuss why branding is one of the most crucial steps a financial advisory practice can take to establish emotional connection and identity with its ideal prospect. If you don't believe it is important for your practice, listen further to hear our insight.

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Investors are Feeling a Case of the Ostrich Effect...why that's bad for business

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Investors are Feeling a Case of the Ostrich Effect...why that's bad for business

The Ostrich Effect is a social science theory that helps us understand what information people are interested in receiving, and what content they will avoid. Learn how using this theory can help you find new clients.