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Networking

Top Ten(ish) Tips to Survive and Thrive at a Conference

Top Ten(ish) Tips to Survive and Thrive at a Conference

It is conference time for me. I attended two conferences and a daylong meeting a couple of weeks ago. It was not my wisest decision, but it is hard to say know to amazing opportunities and I do love to talk in front of a crowd. To make matters worse I was not fully prepared. The speaking preparation was fine (well, you tell me, if you were there), that is not where the lack of preparedness came in. I didn’t prepare to squeeze every ounce of value I could out of these conferences. I have two more conferences this year and I plan to practice what I preach next time! Read more...

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...

Video: I'm Not Ready to TALK To a Prospect

You're ready! That first meeting can be terrifying, so watch for some tips on how to handle those first appointments with your prospective clients. Watch the video...

5 Easy Tips for Networking for Introverts

5 Easy Tips for Networking for Introverts

Many advisors I work with want to leap frog over the networking stage and go straight to helping people one-on-one. The early, heavy networking stage of practice growth can be painful or a new financial advisor. That stage can be painful for an old advisor! For some it just never becomes easy. Well, that was a buzz kill of a first paragraph! What’s an advisor to do?

Well, I will tell you what not to do. Don’t be what you are not. You are setting yourself up for failure if you decide to fake it. First, it’s no fun! If you wanted to do a job that is no fun you could still be working for ”The Man”. You could hang out in a Dilbert-esque world of cubes. Is that what you had in mind? I didn’t think so. Read more...