Category Archives: Financial Services

Elizabeth McCourt: How Spilling Your Secrets Can Give You The Right Mindset For Your Business

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We all have days when we think that we are not going to succeed in our goals in life and business. While it may be difficult to shift this mindset into something more productive, TEDx speaker, executive coach and sponsored triathlete Elizabeth McCourt shows you how an endurance athlete’s perspective can provide you the right mental training that is guaranteed to have maximum impact on your success.

In today’s podcast,

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A Simple Assessment To Evaluate Your Website

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Successful new business development may require having a better website. In fact, it may require having a great website. But what defines a great website? It is simple – the site should help you reach your goals. So, what are your goals and is your site working? Take this quick assessment to evaluate how your site is working for your firm.

Why do you have a website?
a) To communicate with clients
b) To attract cold prospects
c) To convert referrals to appointments

Do you know who is actually going to your site?

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Cary Carbonaro: “Money Queen” Shares Insights on Creating Wealth and Making Better Decisions

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Women are known to be conservative towards money matters, but one particular woman has shown that any woman can become a Money Queen with the right knowledge and attitude.

Join Maribeth today as she interviews the popular “Money Queen” Cary Carbonaro, author of the #1 Amazon bestseller The Money Queen’s Guide and one of only 50 ambassadors for the CFP® Board in the United States.

Cary will talk about her experiences in her long career in financial services,

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Moneyball Hiring

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By Maribeth Kuzmeski

When hiring people we often rely on intuition. Anyone who has hired people knows that on paper, an individual may look like a home run candidate. They seem smart, interview well, have a great resume, and seem motivated. Then they start the position, and after 3 months or so you find they may not be the right person for the job.

You may have heard of the Wonderlic Test given in the NFL to evaluate players entering the draft.

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Hire Successful Advisors by Hiring Successful Interns

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By Maribeth Kuzmeski

Internships and well-run intern programs have proven to be a successful way of hiring. The internship takes away the bias we may have of those who interview well, or have a showy resume. It will actually indicate how someone will perform. You find out what they are willing to do, work ethic, capabilities and moreover – their social intelligence.

At one large financial firm, they found that 33% of their interns transition into fully employed financial advisors.

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