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Cut to the Chase Sales cycle dragging? These 6 tips will make it shorter - and sweeter.   |
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Mind If I Ask... You don't have to be a master inquisitor to ask your prospects all the right questions. Learn how to set yourself up to seal the deal every time. |
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Make No Mistake The things you do -- and don't do -- could keep you from closing sales. Watch out for these 5 common mistakes, and learn how to avoid them. |
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Hitting the Wall Is talking to certain prospects like talking to a brick wall? It may be time to cut your losses and walk. |
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Consultation, Not Just Advice Financial advisors offer advice, of course, but they'd be much better off if they thought of themselves as consultants. |
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The Price Is Right Price is important to you and your customers, but other factors give your product value. Name your best price with these key strategies. |
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The 3-Step Process for Closing New Prospects Many advisors put a great deal of thought into how they'll find affluent prospects, but less on how they'll convert these prospects in to clients. |
Linux Journal
November 22, 2001
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Softman v. Adobe: What it Means for the Rest of Us If you find yourself paying for bundled proprietary software and don't actually install it, you can legally resell it no matter what the End-User License Agreement (EULA) says... |
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Deeper Prospect Conversations with Linkedin Here are some ways to spark more substantial conversations leveraging LinkedIn information. (Also, don't be afraid to mention LinkedIn. In today's world it's far from taboo!). |
AskMen.com
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7 Tips For Closing A Sale In One Phone Call If your career aspirations lead you into the employ of sales, at some point you're going to have to make some cold calls and convince others that they need your product. |
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Wrap It Up The end of the deal is near. Get ready to close - or to ditch it all together. |
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AskMen.com
Simon Sinek |
The Importance Of Self-Evaluation When learning any skill (playing tennis, golf or flying a fighter jet), we become more proficient when we are focused. Relationships are the same. We get good at relationships the more we practice having them. |
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Mastering the Alignment of Sales and Marketing With today's connected customers, engagement is more vital than ever. |
Inc.
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Finding the Right Group - Networking Organizations - CEO Groups A quick guide to elite networking groups. |
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The Come-Back Kit Repeat customers are the heart of your business. Here's how to reel them in. |
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April 23, 2015
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How Long Should You Take to Land a Prospect? Most advisors have a process for bringing in potential new accounts -- a certain number of meetings, a series of topics to cover -- but many find the trickiest part of the chain is the final close. |
Entrepreneur
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Ain't It clever? Four clever marketing ideas used by innovative entrepreneurs. |
Entrepreneur
February 2005
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Right on Target Hit the mark with prospective customers by learning how to find their hot buttons. Here are four "hot button" tips. |
AFP eWire
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Get Real With Your Prospect List A prospect lists is a great tool to help fundraisers be effective and efficient. It's time to get real with your prospect list so you can engage and inspire everyone on it. |
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Wind In Your Sales Your business won't make any headway without stellar sales. Here's all you need to know to grow at a rapid clip. |
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Learning More About Clients With the Whole Client Model How to find out what you need to know about a financial planning client. |
Entrepreneur
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Chain Reaction Want to make a real connection while networking? Build lasting relationships by offering solutions to others' needs. |
Financial Advisor
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Advanced Applications For The Value Ladder Use key questions directed at potential clients to connect back to your unique message. |
The Motley Fool
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Sell Your House Tax-Free! Don't leave big bucks on the table. |
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4 Social Selling Strategies for the Peak Sales Season and Beyond Provide quality content and nurture old and new prospects. |
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Are You Ready To Deliver Your Value? Integrating passion, respect and confidence into interactions with wealth management clients. |
AskMen.com
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Having Successful Meetings Any person who has achieved a modicum of success in their life necessarily has learned how to handle meetings, both formal and otherwise. Meetings are a reality of business and life. Most business people have meetings on a daily basis. |
The Motley Fool
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The Wash Sale Rule, Explained Investors need to be aware of a bunch of tax issues if they want to make smart decisions and save themselves some headaches and money. |
AskMen.com
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Why You Should Learn Sales Get ahead in your career by learning how to sell -- even if you aren't in sales. |
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Ten for 2010 Here are five steps that advisors can take right away, followed by five more that will help them position their practices for long-term success. |
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Master the Art of Saying Less and Selling More Make every word you say count by becoming a better listener. |
AskMen.com
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Networking Tips Here are three small things you can do to network better and ensure you always have a meaningful and powerful network to call your own. |
The Motley Fool
January 30, 2007 |
Sell Your House, Tax-Free! New exclusion rules could let you keep more capital gains. Proper planning can save tens of thousands of tax dollars. Improper planning can cost you just as much. |
Registered Rep.
December 25, 2012
Lauren Barack |
Playing The Digital Dating Game A client's onboarding experience can affect how wiling they are to make referrals, and the faster a rep can sign one client, the quicker they can find more. New digital onboarding tools can help. |
Inc.
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Norm Brodsky |
Street Smarts: Keep Your Customers There is a basic rule of business that's easy to forget, especially when you're competing for customers. Winning is not just about closing the sale. You win when you close the sale and also lay the foundation for a good relationship that will allow you to keep the customer for a long, long time. |
Entrepreneur
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Robert Kiyosaki |
Size Matters Growing your business comes down to basic multiplication - just make sure you add in the human factor. |
CRM
May 15, 2015
Adam Blitzer |
Want to Sell Smarter? Don't Overcommit on Low-Value Engagements People are your top resource -- so have them focus on engaging in person. |
Entrepreneur
May 2009
Asheesh Advani |
You Can Still Find an Angel Investor There will always be angel investors, in good times and bad. |
The Motley Fool
August 11, 2006 |
Avoid Paying Taxes When You Sell Your Home Play your cards right and keep a $500,000 gain, tax-free! |
CRM
February 8, 2013
Dustin Sapp |
Are Your Sales Proposals Working? In today's fast-paced business and technology landscape, the most important question to ask is whether your sales process is working. Here are six tips for evaluating your sales process. |
Entrepreneur
August 2001
Barry Farber |
Comic Relief Humor is good medicine; it could also be the best way to close a sale. |
Entrepreneur
January 2004
Barry Farber |
Back to Basics Want to create a strong sales foundation? Then keep these building blocks in mind. |
