Every morning I wake up with some butterflies in my stomach. It’s not a sign of anxiety or impending doom, it’s a sign that each day is another opportunity for progress. There’s new profit on the line, a fresh battle to be fought. When I first started out in sales I looked forward to a… Read more »
Nervous is Good
Stop Being Terrible with Names
It’s hard to remember names, but committing them to memory is a power move in the world of sales. As the great Dale Carnegie aptly observed 80 years ago, “…a person’s name is to that person the sweetest and most important sound in any language.” But sometimes we talk to 40 people in a single… Read more »
3 Tactics For Better Client Follow-Up Calls
Have you ever had trouble finding something that’s right in front of you? Businesses often have this same problem. They search high and low for new business, trying every new marketing fad that comes along. Yet the best source for new business is usually clients they already have. Why? Because the probability of selling to… Read more »
10 Conversational Habits of Trustworthy Professionals
Every time someone gives a referral, his or her own reputation is on the line. So why would anyone risk referring a professional they don’t completely trust? They wouldn’t. They likely wouldn’t do business themselves with someone they didn’t trust, either. No one wants to risk the embarrassment and financial loss of being taken for… Read more »
How Financial Advisors Can Create a Value Proposition
There are not many tasks that are simple in the day-to-day life of a financial advisor. The markets change by the second, and the regulatory environment is getting more and more challenging to navigate. The financial advisor needs to be able to define themselves and their business to core clients, prospects, or centers of influence… Read more »
5 Ways You’re Killing Your Productivity
Everyone has a bad habit that they would like to break, whether it be biting your nails, or binging Netflix shows. But sometimes our habits become so engrained that we don’t even realize the toll they are taking. This epidemic seems to apply even more to our productivity. You already know that checking your phone… Read more »
9 Lead-Generating Postcard Marketing Ideas for Financial Advisors
Because you’ve found this blog, I’m assuming that you’ve at least thought about including postcards as part of your marketing plan. Since ReminderMedia sells postcards for financial advisors, I think that’s terrific, and I’m including below plenty of the postcard ideas you were hoping to find. However, there are 3 points you might want to… Read more »
How Effective are Text Message Dental Appointment Reminders?
We explore the notion that automated text message services may not be as effective as sources claim. When it comes to the dental industry, no-shows and cancelled appoinments account for a large portion of lost revenue each year—$39,000 to be exact (FutureDontics, American Dental Association CrossCHX). To combat this problem, practices have implemented text message… Read more »
The Top 5 Apps for Real Estate Agents
The good news? Modern technology has enabled us to handle life while on-the-go from the palm of our hands. The not-so-good news? We now spend over four hours a day on our mobile phones. Although slightly alarming, we might as well make the most out of those four hours with apps that help to streamline… Read more »
How to Have Work-Life Balance Without Losing Clients
Friends of a colleague went to look at a house just before the July 4 holiday. They really liked it but needed a few days to think about it. After talking it over between themselves and with their friends, they realized they were in love with the house and wanted to make an offer. The… Read more »
3 Things New Real Estate Agents Should Be Doing Right Now
Passing your real estate licensing course and becoming an agent is an exciting time! Now that you’re out in the world, how do you get the phone to start ringing? Your pre-licensing coursework teaches you everything you need to pass the state test, but often skips over the important tricks of the trade needed to… Read more »
How to Perfect Your Email Etiquette
In business, e-mail is the preferred form of communication. How many times have you picked up the phone only to halt, because sending an e-mail would be easier? Although convenient, sending an e-mail isn’t the easy way out—you still need to be aware of the ins and outs of sending an appropriate message. From punctuation… Read more »
