Bedside Manners: One of the biggest skills you can gain in your career

Bedside Manners: One of the biggest skills you can gain in your career

Have you ever heard of the term “bedside manners” when it comes to doctors? We all know that we don’t want our doctor to just know how to do his job right; we want him to communicate with us and help us feel better emotionally. This is what we call “Soft Skills,” and we can all benefit from it to stand out in our profession.

The most critical Soft Skills for more people to trust you

The most critical Soft Skills for more people to trust you

There are some people in this world you have never met but somehow deem as trustworthy. For each of us, that person is different. But what are the skills these people have to make so many people trust them, even though we have never met them? In this article we disclose some of those top skills, which you can develop as well!

Which personality test is best for my team and company goals?

Which personality test is best for my team and company goals?

You’ve heard about Big Five, DiSC, HEXACO, Myers-Briggs, StrengthFinder, Eysenck and Minnesota Multiphasic Personality. In this article we will share with you our favorite personality test for leadership and sales, which is none of these, and how it can help you make critical decisions around your business.

Financial Advisor Prospecting and Marketing in a Bear Market

Financial Advisor Prospecting and Marketing in a Bear Market

Tools and strategies for financial advisors to grow their practice during a bear market, or a period of heavy uncertainty, such as a leadership change or M&A. At the core of this will be your mindset, emotional state and your level of optimism and energy.

Serena Williams' Dad's 85 Page Business Plan to his daughters' success

Serena Williams' Dad's 85 Page Business Plan to his daughters' success

This story is about visualizing the most impossible dream, and mapping out a business plan to make it come true. It is a fascinating story about consistency and following a blueprint, which has helped two families from across the world groom world champions.

Consultative Sales Training for anyone not selling widgets or products

Consultative Sales Training for anyone not selling widgets or products

Consultative sales training strategies for financial advisors who want to prospect to more of ultra high net worth or wealthy target and niche market.

How to Boost Your Team's Emotional Intelligence with Clients and Prospects

How to Boost Your Team's Emotional Intelligence with Clients and Prospects

How advisors, lawyers and CPA’s can increase their emotional intelligence with one simple step.

2022's Highest Impact Time Management Strategies You + Your Team Must Embrace

2022's Highest Impact Time Management Strategies You + Your Team Must Embrace

Mark Cuban once said “Sales Cures All.”

Does it? What about the fact that there are only 24 hours in a day? If that can’t be solved, and a lot of your business decisions are dependent on you at the moment (that’s a whole other conversation), this video is for you.

An Alternative Strategy to the Pomodoro Method

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!

My Conversation with Author Scott West on Curiosity Skills Required for Financial Advisors

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

Michael Kitces' Financial Advisor Success podcast: Reaching HNW Prospects Leveraging Targeted Research and Introductions with Amy Parvaneh

It’s been called the “podcast to be put on repeat” by financial advisors across the nation. If you are a financial or tax advisor looking to connect with HNW individuals, this is the podcast to listen to learn how to uncover actual opportunities.

High Net Worth Individuals Database and Leads List

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

How to find ultra high net worth prospects

In this video, I speak with one of the nation’s top divorce attorneys, someone who has represented some of the most famous family law cases, on how he has found his client base, as well as his recommendations to other service providers looking to find more ultra high net worth clients.

The Capgemini 2021 UHNW World Wealth Report - Our Analysis and Recommendations!

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

Top 5 strategies to boost remote sales for financial and legal advisors

Working from Home is here to stay (at least for a while), and waiting til it is over with to get back on track with your marketing may be detrimental to you and your team’s growth. In this article, we discuss five ways to arm your team around sales…all while working remotely.

How to stay on top of mind with your prospects when people can't meet in person!

How to stay on top of mind with your prospects when people can't meet in person!

One of the top questions we get asked from our financial, legal and tax clients these days is: How do I stay relevant and on top of mind with my prospects and clients when I can’t physically see many of them? We’ve created a video to share a few strategies!

Amy in Barron's on How to Measure the It Factor in Sales

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.