How to Double Your Revenue in 2023
The best form of Marketing is still Word of Mouth. For example, most people chose their financial advisor through Social Inclusion. Their advisor is someone they know in their Social
Stop Pitching and Start Meaningful Conversations
WEDNESDAY, OCTOBER 05, 2022 | 1:00 PM 2:00 PM ET Have you ever met someone and felt a strong connection with them after talking just a few moments? Imagine how much easier
Elements of a Successful Business Plan
Are you seeking business plan help? We help entrepreneurs and business leaders design the business that is right for them. The starting point is the development of your Business Plan
5 Reasons Why Experienced Entrepreneurs Get Stuck – Part 2
I shared five reasons why experienced entrepreneurs get stuck in a previous blog posting. Welcome to part two, where I share five additional reasons experienced entrepreneurs get stuck. Underinvesting in their
Women, Family Business and Legacy: The Great Wealth Transfer
WEDNESDAY, MAY 25, 2022 | 12:00 PM 1:00 PM ET An estimated $30 trillion to $68 trillion will be transferred from baby boomers to future generations over the next 20-30 years,
How to Be a Memorable Salesperson
TUESDAY, AUGUST 30, 2022 | 1:00 PM 2:00 PM Do you see yourself as a Memorable Salesperson? Perhaps, even more importantly, do the people you interact with see you as a Memorable
Stop Pitching!
WEDNESDAY, FEBRUARY 23, 2022 | 12:00 PM 1:00 PM ET In a world where NO ONE wants to be sold and prospects have unlimited options at their fingertips, cold pitching no
Speak so that People Listen
https://www.ted.com/talks/julian_treasure_how_to_speak_so_that_people_want_to_listen
Grit: The Key to Success
http://bigthink.com/videos/grit-the-key-to-success-a-conversation-with-angela-duckworth-and-maria-konnikova
10 Ways to Have a Better Conversation
https://www.ted.com/talks/celeste_headlee_10_ways_to_have_a_better_conversation
The Globe and Mail Article: “No ‘one-size-fits-all’ when switching a financial advisory practice to fees”
https://www.theglobeandmail.com/investing/globe-advisor/advisor-news/article-no-one-size-fits-all-when-switching-a-financial-advisory-practice-to/
The Globe and Mail Article: “Why it’s important for clients to understand your compensation model”
https://www.theglobeandmail.com/investing/globe-advisor/advisor-funds/article-why-its-important-for-clients-to-understand-your-compensation-model/
The Globe and Mail Article: “How to start a conversation with clients on fees”
https://www.theglobeandmail.com/investing/globe-advisor/advisor-stocks/article-how-to-start-a-conversation-with-clients-on-fees/
How to Play an Infinite Game – Norm Trainor Full Interview
https://www.youtube.com/watch?v=tZCC-kw7ElQ
The Most Important Word in Business
When I give a speech, I often ask the audience, “If you had to choose just one word that is critical to the success of a business, what would that
5 Reasons Why Experienced Entrepreneurs Get Stuck – Part 1
Most of the people with whom we work are already successful. They come to us because they are stuck. They have reached a ceiling of complexity. Recently, I have been
How to Double Your Revenue through Conversations
“Where relationships matter, so too, do conversations.” Dean Harder High performers attract and retain the right clients. Dean Harder is a Covenant Group client and a high performing financial advisor. Dean has