PUNCH Up Your Virtual Networking Meetings

PUNCH Up Your Virtual Networking Meetings

Webinars, phone calls, social media campaigns, podcasts, networking groups, and virtual meetings have become the norm. More so than before due to all the craziness. Are you leveraging and getting the most out of your virtual networking meetings? To setup your first...
What You Need to Know About Networking Events!

What You Need to Know About Networking Events!

You’ve got to have a plan, man! As Mike Tyson said, “Everyone has a plan until they get punched in the mouth.” Bad man but he always had a great plan! (Hey, that rhymes!) How do YOU plan for a networking event, cocktail party, holiday function, conference, convention,...
Want More Business as a Financial Advisor?

Want More Business as a Financial Advisor?

Attend a conference or convention! State, regional, national, or international! Whatever makes the most sense given your goals. I’m away at the National Speakers Association Annual Convention. I go every year because I reconnect with friends that I only see once or...
3 Musts for Recruiting Financial Advisors

3 Musts for Recruiting Financial Advisors

Or insurance agents, planners, brokers, reps, associates, and other sales producers. In fact, if you’re a financial advisor or other type of sales producer and want to earn some points with your agency director, sales manager, managing director, general agent, branch...