To Your Continued Success,
Annette M. Bau, CFP®
What do you recommend for getting it all done? I sometimes get into a state of so overwhelm with everything I have to get done on my to-do list; I don’t even know where to begin.
While most advisors focus on sales techniques for closing the deal, today we are going to dive into some not so common factors that can take your closing ratio to the ceiling. [click to continue…]
Operating at Peak Performance is critical to taking your business & life to the next level. While most people [click to continue…]
The person responsible for supporting advisors in their strategic planning shared that a 5% to 15% increase in revenue was a realistic goal for the upcoming year. She also shared that whenever she receives a business plan with a 20% or higher goal, she calls the advisor and lets them know that it is an unrealistic goal and recommends they revise it to a more probable scenario.
My client sat in the audience smiling, so glad he understood The Realm of Possibility. [click to continue…]
It is so easy to get caught in the trap of “trying to do it all” and ending up doing nothing well. [click to continue…]
Nothing in the world can take the place of Persistence. [click to continue…]
In 20 years of setting goals & working with thousands of advisors, consultants and small business owners to create their marketing & business plan, one thing that has proven true is that when we set and actively work to achieve goals, we always achieve more than if we don’t![click to continue…]
In turn, we allow ourselves to be ruled by events that we often have no control over. [click to continue…]
Early in my career, I attended a MDRT conference in Boston and a group of the attendees went to a baseball game at Fenway Park. Watching a baseball game in that park is an experience of a lifetime.
At the time, I was simply amazed by the feeling and energy of the experience. [click to continue…]
In the September 23, 2013 Investment News issue asked a variety of advisors how they respond to the question: “What do you do for a living?”[click to continue…]