Business Planning

There’s nothing complicated about being successful in business. It’s simple and it goes like this: It’s all about making a name for yourself. That’s it, self-promotion. Getting known. Whether it’s finding and impressing prospects, keeping current customers, or moving ahead in a career, volunteering has long been the platform for gaining visibility. For some, it’s serving on company committees and …

Since business coaching is about you doing all the heavy lifting when it comes to setting goals and implementation, it’s important to be prepared for the experience and see if it fits your needs. With the choices of having a mentor, consultant or coach to work with, it’s important to determine what approach would work for you to overcome your …

When meeting with a client or prospect, being able to tell a relatable business story can help build an unparalleled rapport and trust. It’s easy to learn to tell stories. We tell them every day and don’t even realize it. A general definition of a story is, “an account of something that happened.” They can be imaginary, traditional, or true …

You don’t need anyone to tell you that the world is undergoing a lot of changes right now. From sociopolitical shifts to healthcare reform, it’s pretty obvious.  What may not be so obvious is your ability to adapt to the changes that are necessary for your business to survive and thrive in the changing market.  How do you set yourself …

It’s easy to roll your eyes and moan about the state of business communications. There’s everything from incomplete, inaccurate and confusing emails and memos to meeting minutes and reports that don’t make sense. Ineffective business letters, most of which are peppered with the first person singular pronoun, are fodder for the recycling bin. All this results in errors, causes confusion, …

Take your business to the next level by creating an “It’s All-About-Them” (IAAT) experience for your clients. A company that is founded on the IAAT principle will have valuable services right out of the gate. Ask any successful financial advisor, and they will tell you.  In order to get new clients and keep the existing ones coming back for more, …

Success is something everyone wants but only a few achieve. However, it doesn’t have to be that way. No matter where you are in your career, from job seeking to having held the same position for an extended period, there are principles you can apply to ensure your success. Below are seven sure-fire success principles you can start using right …

Financial professionals and entrepreneurs are rarely happy with moderate success.  Some business people tend to relax once they have earned a certain amount of money, but having spent so much time and effort getting your business to this level, why not take it all the way to the top? The task may sound daunting and it undoubtedly is, but it’s …

Networking is the art of building and sustaining mutually beneficial relationships. The goal of networking is to communicate with a stranger and make a connection.  Depending on the firm you work for, networking events may be mandatory for you to attend, so it’s good to look for ways to make networking easier for you and more comfortable. When you are …

If you’re starting a business, you begin with a plan. Over the years, that plan is modified about 20 to 30 times before your business runs as smoothly and effectively as you first anticipated. You have high hopes and aspirations to not only make a good living, but to eventually live the life you had always dreamed of as long …