Blog

A CFP Approved Ethics Program That is More Than Fulfilling a Requirement

“If you have integrity, nothing else matters. If you don’t have integrity, nothing else matters.” Wyoming Senator Alan K Simpson (As quoted in Eyewitness to Power (2001) by David Gergen) Integrity is the most basic prerequisite to earning and retaining a client’s trust.  I have found that character is at least as important as competence […]

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Deliver a Great Customer Experience & Drive More Sales by Owning It!

Emotions are at the very core of the customer experience, and it’s the things you say and do during every interaction that will determine your ability to build loyalty and a customer experience culture. Every human interaction provides a tremendous opportunity to impact, influence – even ignite – a relationship. That’s because every time we […]

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If a Client Asks you “Why Should I do Business with You?’ Can you Answer Them?

Last week I was re-reading Richard Weylman’s book The Power of Why: Breaking Out In a Competitive Marketplace and there were a number of things that stuck out to me. Here is an excerpt from the inside cover of the book that I feel really hits home in the financial services industry. The truth is, customers don’t […]

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Grow Your Business by Learning the 21 Secrets of Million Dollar Sellers

Are you looking to grow your business? Do you want to learn from the best? Do you want to know how pinnacle performers build behaviors and hone their skills to become the best at what they do? Do you want to know what big time salespeople actually do that makes them different? Would you like to know […]

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Gratitude as a Marketing Strategy to Grow Your Business

Are you looking for new ways to grow your business?   If you are read on to learn more about how gratitude is one of the easiest and most effective ways to build loyal lasting client relationships. Our latest guest on the RMA Weekly Spotlight is the best-selling author of Gratitude Marketing™, Michael Sciortino. In the […]

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What Would Your Sales Look Like if Your Sales Organization Ran at Full Capacity Every Meeting, Every Day?

Have you ever stepped back and wondered if you are either performing at your capacity or what it would be like if you were every day? What would a sales organization look like if every day they were performing at their best? Imagine if the first sales meeting of the day and the last meeting […]

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