How to Boost Your Team's Emotional Intelligence with Clients and Prospects
2022's Highest Impact Time Management Strategies You + Your Team Must Embrace
An Alternative Strategy to the Pomodoro Method
Have you been told by mentors, peers, books and blogs that the way to manage your existing clients all while getting new clients is by time blocking? If you've tried any of them, you've probably only felt frustration....mainly because they simply don't work for getting Sales AND handling an existing client base. But we know what does!
An Athlete-Centered Approach to Sales Coaching
My Conversation with Author Scott West on Curiosity Skills Required for Financial Advisors
At the end of the day, as financial advisors, we get paid to converse. While questioning and listening skills are typically seen as "softer skill", it is the act of better "story selling" that will allow advisors to learn more about their clients, uncover more opportunities to help them, and more quickly discover who within their circle can benefit from your services as a wealth manager.
Michael Kitces' Financial Advisor Success podcast: Reaching HNW Prospects Leveraging Targeted Research and Introductions with Amy Parvaneh
High Net Worth Individuals Database and Leads List
You may be search an Affluent Households Mailing Lists by Net Worth, or looking for expanding your pipeline of investors and clients through asking Is there an online list of high net worth individuals? Well, this video will provide you with 500 opportunities to get in front of more high net worth individuals!
How to find ultra high net worth prospects
The Capgemini 2021 UHNW World Wealth Report - Our Analysis and Recommendations!
In this article, we have written our key takeaways from the 2021 World Wealth Report, created by Capgemini, and distilled action items that financial advisors, wealth managers, family offices and other ultra high net worth service providers can take to advance their market share with this niche segment.
Top 5 strategies to boost remote sales for financial and legal advisors
Sales Personality Test
How to stay on top of mind with your prospects when people can't meet in person!
Amy featured in WealthManagement.com's latest print edition
Amy in Barron's on How to Measure the It Factor in Sales
To be good at sales doesn’t necessarily require you to be an extrovert versus an introvert. However, there are some qualitative and quantitative measures that must be met by anyone looking for success in sales. If your team is in growth mode and looking to see if you have skills that can be coached around for business development, versus talent that may not be fit for sales at all, read the following article published in Barron’s by Amy Parvaneh.
Amy's Barron's Article: Women, It's Time to Make it Rain
Women are poorly represented among the nation’s fastest growing and largest financial advisors. Even when there are no external roadblocks, women are often stymied by self-doubt: With one or two rejections, they decide this just isn’t for them. Here we share our suggestions on how women can overcome their fears and be more represented in the wealth management sector.
Introverted in Personality but Want to Grow Your Practice? You definitely can!
Appearances Deceive, Conversations Reveal in Hunt for Clients
Hunting for clients can prove challenging for both new and veteran money managers alike. How to spot the best prospects in a crowd of tuxedos and gowns at a gala--or in shorts on the golf course, for that matter--is a skill that can take years of experience to develop. It isn't easy to determine who is truly wealthy or who is looking for a financial adviser.
To Earn Trust, Tell Clients Your Personal Story
Sometimes, the best marketing collateral you need is yourself. Take some risks by doing something very simple: Being you! This can not only intensify your existing client relationships, but it can help showcase to your potential clients why you are different than their existing advisory relationship.
