As football fans know, one of the main tenets of football is the game plan. Every team has a very defined plan for the plays they will run designed to score and not to be scored on.
The focus of the game plan is on getting into the red zone (the final 20 yards before the end zone) and scoring. Every offensive play is designed to move in that direction. Nothing is done offensively that differs from the main goal.
Take this quick assessment to predict your success in 2017 and find areas to improve.
1. Do you have an up-to-date website with at least one call-to-action to get people to interact, sign up for an email newsletter, request valuable information, download an article/whitepaper, register for a seminar, or another way to interact?
Value: 5 points for one or more calls to action. _______
Value: 5 additional points for each call to action that is already generating qualified leads.
It’s that time of year again! Time for the annual company or neighborhood holiday party and all the other social events that come with the holiday season. The truth is that these seasonal events are also a great place for networking. And even if you don’t look at them as a ‘networking event,’ you likely will be meeting new people and making an impression in the process. You may as well make the most of it!
If someone says, “Your fees are too high” it is either because, 1) hey don’t know what you are really doing; or 2) You aren’t doing enough to clarify what you do. (I’m making the assumption that you DO provide significant value).
The solution to either problem is simple.
You first have to ask yourself the honest question: Are your fees too high? If the answer is NO, then you have a great opportunity to share your “Value Conversation.”
I believe that most advisors provide value beyond the assets under management fee structure.
By Maribeth Kuzmeski
The one “thank you” that feels the most sincere is the one that comes from you directly. When someone can hear you say “thank you” – just to them – it feels different. It feels personal. It feels authentic.
If you want to make an impact during this holiday season, consider calling someone or stop by someone’s office and deliver that “thank you” in person.
Why?
By using this form you agree with this site's privacy policy.
