Have you been working hard to recover lost ground in your financial practice (and nothing is working fast enough?) You don’t see another fix, (but know if you could it would make all the difference to your business?)
Chances are, you are suffering from a blind spot. Exactly what does that mean, and why should you care? Read More→
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Givers Gain: the belief that when (business) people… help others… and achieve (their) goals, they usually gain the most out of the experience – through a reciprocal benefit.” (Wikipedia). Since real-life examples of this belief-in-action inspire us, here is one from me to you (and a request) to remind you of how this belief can work to benefit your business:
The GIVE: In prior posts, I’ve noted I’m a member of NAIFA-Tampa, a financial advisors professional association. They recently asked for my help at their recent charity golf event for Epilepsy (see picture). I’ve also pinch-hitted as a speaker and moderator for them a couple of times. Not big investments of my time, and a nice way to personally connect with my target market.
The GAIN: In casual conversation with one of the group’s leaders, he suggested linking my free online advisor assessment to their website as a member benefit. But there’s more: Read More→
Whether you are an RIA or RR, you have a wealth of professional resources available to support your business. One such active association is NAIFA, the National Association of Insurance and Financial Advisors. NAIFA offers members many educational and technical resources, along with the support of dedicated professionals who comprise this proactive group. NAIFA is just one of several organizations who work to represent the interests of financial advisors on the hill, and who serve to promote integrity, honor and community service within the local areas in which they operate.
As a member of the Tampa chapter of NAIFA, I recently moderated a panel of advisors who were honored by their peers. You can read about it here: http://bit.ly/byYdT1
Which groups do you participate in and support with your time and contributions? How do you benefit from them?
Please share your comments here in the interest of professional development.
Thanks!
Today I had the privilege of moderating a panel comprised of four Financial Advisors being honored by NAIFA. Called “4 Under 40″, each advisor was nominated by their company for their outstanding performance.
As a coach for Advisors, I was delighted to come up with questions for them to answer, introduce them and hear their answers from their perspective of youth. What I did not anticipate were the questions from a completely engaged audience, which reflected a deep desire to learn from these young advisors. Read More→
If you been in practice for awhile, then it’s likely you’ve already tried to address the above issues. Maybe you’ve purchased courses, books, DVDs or CDs on the topics…
‘Tis the season, and so I have a gift for you that I hope will keep giving in the new year – for your success: how to make sure your “presence” is accepted in the way you intend for others to receive.
In business, we often feel we need to present our “game” face – the one that looks and sounds confident and successful. And, we also know when we are not quite “feeling” what we are saying – and so do our clients much of the time.
Here’s an example from my own experience. Read More→
