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The Basics of Being an Elite Advisor

The Basics of Being an Elite Advisor
wealthmanagement.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from wealthmanagement.com Daily Mail and Mail on Sunday newspapers.

Matt Oechsli , Century Financial Practice , Retaining Affluent , சிஇஎன்டியுவ்ஆர்ஒய் நிதி ப்ர்யாக்டீஸ் , தக்கவைத்தல் வரவுகால் ,

How to Correct and Avoid the Excuse Trap

How to Correct and Avoid the Excuse Trap
wealthmanagement.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from wealthmanagement.com Daily Mail and Mail on Sunday newspapers.

Matt Oechsli , Century Financial Practice , Retaining Affluent , சிஇஎன்டியுவ்ஆர்ஒய் நிதி ப்ர்யாக்டீஸ் , தக்கவைத்தல் வரவுகால் ,

The Power of Pessimism in Sales

The Power of Pessimism in Sales
When there is a lot of negativity in the news cycle, it can create opportunities for client acquisition.
People like to think of themselves as optimists. I’m sure you know many people (including yourself) in possession of this psychological trait.
Be that as it may, the reality is that pessimism gets our attention in a more primal and immediate way than optimism. All one needs to do is reflect on today’s news cycle; doom and gloom. In his terrific book,
The Psychology of Money, Morgan Houser devotes an entire chapter to pessimism. In making his point about “the seduction of pessimism,” Houser quotes Hans Rosling’s book ....

Matt Oechsli , Hans Rosling , Theodore Levitt , Morgan Houser , Marketing Imagination , Century Financial Practice , Retaining Affluent , தியோடர் லெவிட் , மோர்கன் ஹவுசர் , சந்தைப்படுத்தல் கற்பனை , சிஇஎன்டியுவ்ஆர்ஒய் நிதி ப்ர்யாக்டீஸ் , தக்கவைத்தல் வரவுகால் ,

Five Post-Pandemic Financial Advisor Marketing Truths

How financial advisors approach marketing after this pandemic will determine their success, or lack thereof, going forward. ....

Matt Oechsli , Janet Balis , Harvard Business Review , About Marketing After , Know Your Client , How Your Competition Has , Amazon Prime , Marketing Now Involves Online , Century Financial Practice , Retaining Affluent , ஜேனட் பாலிஸ் , ஹார்வர்ட் வணிக விமர்சனம் , தெரியும் உங்கள் வாடிக்கையாளர் , அமேசான் ப்ரைம் , சிஇஎன்டியுவ்ஆர்ஒய் நிதி ப்ர்யாக்டீஸ் , தக்கவைத்தல் வரவுகால் ,

Harnessing Your Digital Energy

Within minutes of finishing a webinar for financial advisors of a major firm, we received a call from one of their top executives. In the direct manner of an executive
, he informed us how he had quietly monitored the webinar, was very impressed, and wanted us to teach his leadership team the art of giving better virtual presentations
. In his words, “Our team needs a lot of work, both in their set-up and delivery.”
The focus of this article is delivery, which requires both an understanding of coherent communication and the ability to adapt it to our digital world.
Most people understand that we are all forms of energy. We hear and (basically) understand terms like positive energy, negative energy and energy transference. Not many people know the science behind these energy forces. ....

Matt Oechsli , Rollin Mccraty , Short Video , Honest Feedback , Century Financial Practice , Retaining Affluent , குறுகிய காணொளி , நேர்மையான பின்னூட்டம் , சிஇஎன்டியுவ்ஆர்ஒய் நிதி ப்ர்யாக்டீஸ் , தக்கவைத்தல் வரவுகால் ,