Initially, you need to be liked. (Unfortunate, I know.) That’s online too! If you’re not liked, nothing else matters. I’m not going to refer someone I don’t like, even if they’re great at what they do. (The exception might be a brain surgeon – I may not like him, but...
I received an email from a kid from my old neighborhood named Cody. I haven’t been in touch with Cody for 9 years, so it made my day to receive his note. I used to play football with him and a group of his friends across the street as the “official quarterback”. The...
One of the reasons advisors, and perhaps other sales producers, find online networking so challenging is because they are not really looking to network. They’re looking to sell. And nobody wants to be sold, especially online. A Networking Mindset is a focus on...
I almost called this post “Don’t Be Annoyingly Self Centered”. But I got the better of myself. Maybe it’s me, but I find it annoying when a speaker spends the first 10-minutes discussing their family, hobbies, success, past clients, client testimonials,...
That would be your DNM! It’s important to be organized and have a regular system in place for staying in touch and connecting with prospects, clients, and COI. It works well to schedule this in your calendar as a reoccurring meeting for the same time every day. As in...
