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Tag Archives: firm
Tips for Insurance and Financial Advisor Professionals: How to Connect at an Event
It’s amazing how few insurance and financial services professionals have no clue
how to “work” a room. I’ve seen too many pros attend networking events in hopes
of making connections that will result in new clients, but they don’t know how to
maximize the opportunities these events provide. I’ve even seen FA and wealth management firms who hold their own events. These cost a great deal of time and money. They work hard to promote the event to ensure a good turnout, then fail to “work” the
room the right way. Continue reading
Posted in Communication Skills, How to work a room
Tagged business cards, connections, financial services, firm, networking, person, way, wealth management, work
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Are You Serious About Client Service? – Seven Steps to Improve Your Service
Are you serious about improving the level of service you now provide? Of course you are. Providing outstanding client service is an imperative for business success. Continue reading
Posted in Customer Service
Tagged advertising, consistent basis, firm, impression, marketing, sense of urgency, Service, seven steps, strict attention, team meetings
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How to Organize Your Mind, Your Work, and Your Life
We all have too much to do, too little time. That’s our constant challenge. The solution? Get organized. The alternative? To agonize over the fact that we can never get all of our work done and never seem to have time for ourselves. There’s a real fear the harried will soon be buried. Sound familiar? What to do? Continue reading
Posted in Time Management Tips
Tagged firm, hot bath, Life, perfect balance, positive self talk, servant, sophisticated executives, spiritual side, topic, work
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