Tag: building relationships

Looking for clients with a lot of money? Of course, you are. Have you considered the world of philanthropy? For financial advisors, connecting with potential clients who are actively engaged in philanthropy presents a unique…

One of my very first mentors in sales, Mark Wilensky, used to teach a concept he called “Total Wimp or Too Far?” On the far-left side of a horizontal line he’d write the letters TW….

Getting referrals and introductions without asking for them is probably the most fun way to grow your business – especially if you’re getting introduced to the right types of people. In this blog, I’ll provide…

Getting referrals faster in new relationships is all about providing immediate value. There are many ways to provide value in a brand-new relationship. Sometimes, just setting the appointment brings great value. You know this has…