Can you introduce me to….?

I’ve worked in financial services the better part of twenty-five years now and never once in this time has referrals not been an active part of any conversation having to do with business development and growth. Referrals continue to be and will always be a way of doing business. So why aren’t more people asking…

Time to get focused!

This is a very serious question for my friends in financial services, “Would you know your ideal client if you met them online?” Seems trivial, right? You’re thinking, “Of course, I would!” Are you really sure though? I want to walk you through an exercise today and if you’re brutally honest with yourself, you’ll love the…

Client Attraction: Is it part of your everyday activity?

Clients do not arrive at anyone’s door without us attracting them. They just don’t. So what do you think attracts clients to work with you and is it an intentional part of your everyday activity? [The operative word being “intentional” in the question.] If you hesitated to answer, then check this out. First, let’s define…