Tag Archives: way

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

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I’m One Tough Customer

I’m better educated, more individualistic, and more discriminating than my predecessors. I expect a lot more than they ever did, too. For example, if I call your organization on the phone to make any type of inquiry whatsoever, I expect you to be able to give me an answer in three seconds. I expect you to be easily available for me at any time, and I want a speedy-response and efficiency. Continue reading

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EMPLOYEE MOTIVATION / BAD BOSS

Even in today’s economy, the cost of employee turnover is high. Consider the expended time and money in recruiting, advertising, and training, and the lost productivity, increased stress and low morale that comes with turnover. Triple all of this if a person has been a valuable asset to your company. You simply can’t afford to lose a high contributor. The following is an excerpt from the manual, Hiring and Retaining Quality Employees: Continue reading

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OBTAINING CUSTOMER LOYALTY

Who Am I? I’m One Tough Customer

I’m either Your No. 1 fan or – your worst nightmare.

How you treat me will decide which Continue reading

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Teamwork Article

Forget tough. Today’s competition is fierce! Now, more than ever, your commitment to establishing a true “team” culture is not optional, it is vital to your company’s success, and is a major key to survival in today’s tough economy. Continue reading

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Alleviate Workplace Stress

Stressed Out – Who ME?

One of the biggest challenges for business professionals today is workplace stress. It’s not hard to figure out the reasons why stress is rampant in the workplace. Downsizing, reorganization, rapid change, tough customers, fierce competition, and having to do more with less have created stressful environments worldwide. This holds true regardless of what business you’re in.
Continue reading

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Business Development Techniques and Strategies

Considering today’s unprecedented stresses, volatile economic situation, more cost-conscious customers, and ferocious competition, you can’t help but wonder: “Who will be left standing three years from now?” Continue reading

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