Daniel Collison is a certified financial planner and in-demand coach with more than 25 years of experience in his field. He’s also the author of the book, The Financial Advisor’s Guide to Excellence. Today on Stay Paid, Daniel offers strategies for pain-free prospecting and discusses how financial advisors can get referrals without needing to… Read more »
Ep: 72: Interview with Daniel Collison: How Financial Advisors Can Become Referable
Our 2024 Financial Advisor’s Guide to the Best Client Gift Ideas
Here’s our curated list of the 10 best client gift ideas for $100 or less. The holiday season is a perfect time for financial advisors to show appreciation to their clients with a thoughtful and memorable gift. But they can be more than just tokens of gratitude; gift giving is an opportunity to strengthen relationships,… Read more »
Brands That Do Well with Generational Marketing
The most important component to marketing is knowing who the audience is. Brands will strategize and go through rounds of trial and error to figure out just who to target their messages to. These are some of the brands out there that have figured out who their target audience is and how to message to… Read more »
How to Craft a Strong Front Inside Cover Letter
If American Lifestyle magazine is part of your relationship marketing strategy, then you should be well aware of the benefits of the Front Inside Cover letter. It’s one of the best ways to interact with your clients. However, you might be unsure of how to customize it. In today’s episode of Above the Noise, content… Read more »
Best Practices for Relocating as a Real Estate Agent
Moving to a completely new place is difficult under many circumstances, but especially if you are required to pack up your career and start anew. This challenge can be particularly daunting for real estate agents—after all your business is being the expert voice of the market in your area, and you’ve probably spent years getting… Read more »
Ep. 8: Why Salespeople Need Video
Nearly every marketing publication has stressed the importance of video for any company’s content marketing plan. ReminderMedia has been on a journey to produce more content, and one of the first things the company had to embrace was the production of more video. The first, and maybe best tip, is that you simply have to… Read more »
6 Tried-and True Approaches Toward Problem Resolution
Even if you believe that you have a knack for tackling the unexpected, expert problem-solving goes beyond finding solutions. Problem-solving is a skill, and as is the case with any skill, people differ in their proficiency. Even if you believe that you have a tight hold on tackling the unexpected, there is always an opportunity… Read more »
First Contact: How to Optimize Your Initial Calls to Prospects
There is a sense of relief in the moments following your first conversation with a prospect. You did the work to find out as much information as you could about this lead, and whether the phone call felt productive or not, you are probably glad that the difficult first point of communication is behind you…. Read more »
From Anonymous to Advocate: Identifying the Best Referral Sources
To build a fulfilling and lucrative career in sales, it’s important to always remember the long-term benefits that come with building and nurturing relationships with your clients. To close a client is a great accomplishment, but every close should be leveraged to create a longstanding relationship where satisfied clients gladly and routinely refer you to… Read more »
Returning to Work After Vacation? Cures for the “Summer Slide”
It happens every year: the roughly two and a half months that children spend on summer vacation adversely affects their overall learning from the school year (although how much and why is not clear). It’s a phenomenon known as the “summer slide.” While this effect is most prominent in school-aged children, you might have felt… Read more »
The REALTOR® (A Parody for Real Estate Agents)
Updated November 2021 The Bachelor and The Bachelorette TV franchise is the granddaddy of guilty-pleasure binge watching, and the original show has inspired a bevy of spin-offs and pop culture moments. These shows can have moments of joy and drama, with a whole lot of cringe in between, but every iteration of The Bachelor has… Read more »
How to Build Self-Confidence in the Workplace
A valuable step in building self-confidence is projecting confidence even when you don’t feel it. If you believe something long enough, it will come true. Balderdash you say? It might sound like fiction, but there is a bit of scientific truth to the efficacy of faking it until you make it. How to build confidence… Read more »
