There are several probable reasons why you’ve clicked on this article: You’re a financial advisor who knows that the difference between professionals and amateurs is that professionals work to stay on top of their game—and that includes reading the words of other successful professionals. You want some guidance to help you wade through the huge… Read more »
Top 10 Books Financial Advisors Should Read in 2021
Preparing for the 2023 Spring Market
March of 2020 saw the new spring market grind to a halt as COVID-related shutdowns and fear swept the country. Subsequently, real estate agents and brokers developed new and innovative ways to serve clients in the process of buying and selling their homes, paving the way for one of the most active and extended market… Read more »
The 8 Best Tips to Drive Leads For Your Business
Leads are the lifeblood of all businesses. If you can’t acquire new leads, your business can’t grow. And while this is probably obvious to most business owners, there are still plenty who aren’t sure of the steps they need to take to keep their pipelines full. We have shared countless tips over the years to… Read more »
Building Digital Connections to Leverage Past Clients
With the hustle and bustle of every day and the physical and social restrictions imposed by the current pandemic, it can be difficult to stay connected with your sphere of influence and your former clients. If you used to depend on touching base at the dog park or grocery store, you may find you no… Read more »
6 of the Best Follow-Up Strategies You Probably Haven’t Tried
The key to long-term success in any business is relationships. When your customers know, like, and trust you, they’re going to see you as the go-to professional in your field. And that means they’re going to reward you with repeat business, as well as plenty of valuable referrals. Looking for some new, unconventional ways to… Read more »
LendingTree Report Is Good News for Agents
Agents can expect more home sales in the next year, making now a critical time to get reacquainted with the people in your contact database. There’s no denying the COVID-19 pandemic has taken its toll on many lives and livelihoods, and it’s not over yet. Uncertainty still renders defunct what used to be our routines…. Read more »
Here’s How Small Business Owners Can Address Differences in the Workplace
There are so many challenges facing small business owners every day. From managing employees to making sure financial goals are met, it can be overwhelming to ensure everything is in place to take your business to the next level. But sometimes external forces that put pressure on you and your business can feel like the… Read more »
How You Can Put Your Marketing Budget to Good Use During Quarantine
If you’re like most small business owners, you’ve probably used your time since the coronavirus crisis began to think about ways to cut your budget. And while this is a valid strategy to consolidate your expenses and can help ensure your business makes it out of the crisis relatively unscathed, you may be cutting back… Read more »
Take Action Now to Help Your Business Succeed Post-COVID-19
There is a lot of talk right now about how small businesses will bounce back once the COVID-19 crisis is over. The fact of the matter is, businesses that don’t prepare now, or take steps to strategize, will likely have a hard time in the coming months. But that doesn’t have to be the case… Read more »
Financial Advisors: Start Planning for 2030 Today
It’s true in all industries, and the world of finance is no exception: those who refuse to evolve will be left behind. Older generations of investors aren’t getting younger, and literally trillions of retirement savings and other sources of wealth hang in the balance. Advisors who maintain strong, meaningful relationships with clients and the next… Read more »
Top 5 S.M.A.R.T. Goals for Real Estate Agents
A new year means new opportunities, but only if you think S.M.A.R.T. If you’re a real estate agent looking to grow your business, you’ll need to have an effective plan of attack—clearly defined goals that are not only achievable but that will also move the needle for your business. That’s why setting S.M.A.R.T. goals is… Read more »
How to Write and Publish an Article on LinkedIn
Updated April 2022 LinkedIn is the premier platform for making professional connections and establishing yourself as an authority in your industry. Using LinkedIn, you can significantly grow awareness of your brand among like-minded business people and organizations and companies that seek out and appreciate valuable insight, timely and credible information, and thoughtful commentary. Facebook, Instagram,… Read more »
