9 Articles! How to listen! Find money in motion! How to party! More!
Nine articles! As a writer, it is gratifying to get feedback from readers. Which was your favorite? Please let me know in the comment section below.
Financial advisors grow their business by finding people who share two qualities: They want to invest, and they are ready to invest. The second point means they have available assets. One example is “money in motion.” Here are several ways to find it.
12 Ways to Find Money in Motion ThinkAdvisor (6/17/24)
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Advisors often find themselves needing to justify their value. This can be a big issue when asset- based pricing is the way you do business. My article imagines the prospect asking that question.
When Clients Ask: “What Do I Get for My 1%?” Financial Advisor (6/17/24)
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This article was written from a B2B point of view. The strategies are also relevant for individual financial advisors seeking to raise their visibility through community involvement.
How the Right Local Organization Helps You Get Benefits Business BenefitsPro (6/18/24)
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It may be hard to believe: Some people with very responsible jobs in industry are not hopeless at managing their household finances. They spend and take on debt in ways they never would in their spreadsheet world back at the office. You can help them manage their personal spending.
How to Teach Clients to Save More and Spend Less Advisorpedia (6/20/24)
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When you meet wealthy people socially, you want to find a shared interest to talk about. They run a company. You do not. They live in a big house. You live in an apartment. They travel in their spare time. You take vacations too. Now you a have a topic with potential.
Recommended by LinkedIn
Engage the Wealthy with the Secret Language of Travel: 11 Strategies Horsesmouth (6/18/24)
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For some clients, work is the major activity in their life. They might have few friends outside work. In other situations, they might have lost their spouse. Setbacks in their personal life can cross over into their working life. How can you help?
Is Loneliness Impacting Employee Retention and Productivity? BenefitsPro (6/19/24)
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Cruises can be a great way to relax, see new sights and make new friends. It is also a great opportunity to organize your own party.
How to Entertain with a Cabin Party on a Cruise Ship LinkedIn article (6/17/24)
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Everyone wants to feel they are an important client. They often feel their situation is unique, although you have seen this situation before. Listening is a skill you can learn. Sometimes silence can be the best way to get the other person to continue talking.
6 Ways to Improve Your Listening Skills MDRT Blog (6/19/24)
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Do you take city breaks and other short holidays? It can be great fun to stay in a luxury hotel, but expenses can add up. Planning a dinner or lunch in your room can add an upscale experience. You might be surprised your hotel can be very supportive.
How to Entertain When Staying a Hotel Room LinkedIn article (6/18/24)
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5moMoney, listening, and partying. Who could ask for anything more?