Viewing entries in
Closing

The Dish on Prospective Clients and that Initial Client Meeting

The Dish on Prospective Clients and that Initial Client Meeting

Awkward prospective client meetings are the worst. Are you struggling to effectively communicate your value to a prospect who isn't sure what they're looking for? Here's a quick guide on how to master these first meetings so that everyone walks away with a clear idea of next steps and whether or not you're a good fit.  Read more...

Video: Transitioning To Fee Only

Video: Transitioning To Fee Only

How do you explain to your existing clients that you are headed to the land of fee-only? Just remember your 'why' and that will get you through! Watch the video...

You are more ready than you think!

You are more ready than you think!

“I appreciate your help, but I’m not ready to…” Fill in the blank. Network? Have a prospective client meeting? Have a client?

I have heard it all. Get moving and get ready for something anyway. Baby steps are okay! Read more...