Sales & Marketing

If you're a manager, consider using this quiz at your next training meeting to assess your sales team's current level of expertise.

Gradient has helped our advisors get over 300 media appearances in the past 2 years. Our internal team has been featured on Fox Business News, Forbes, radio shows, industry trade publications, and focused hours and thousands of dollars towards our Gradient PR campaign.

Often times, it’s not what you’re doing; it’s what you’re not doing. “I only work with high net worth clients.”

When it comes to serving your clients, do you follow a specific model that drives your behavior? Or are you “winging it?” And, do you think your clients can tell the difference?

For many financial services professionals, the “baby boomers” provide both the greatest challenge and the greatest opportunity we’ll face in our careers.

When was the last time you did business with a person or company and they checked in with you later to see if you were a happy customer/client? It doesn’t happen often. Why

Not too long ago, I was helping my daughter with her math homework (heaven help us both) when the phone rang.

Are you a Referral Wimp? When you get to the end of an appointment with a client and you realize you don’t have time to ask for referrals, does a little voice inside of you go “Whoopee!  I’ll try to ask next time?”  Do you feel guilty about not getting as many referrals as you know you should (and probably …

In this era of harder-to-reach prospects – especially among the affluent and wealthy – Social Prospecting has become the business-building model of choice for many successful advisors/agents.

Yes, there is magic in positive thinking! In aviation, the word attitude means the angle at which the plane meets the wind, whether the wings are level with the horizon, and whether it is climbing or descending.