022: Win Buyers and Influence Sales with Client Segmentation 022: Win Buyers and Influence Sales with Client Segmentation022: Win Buyers and Influence Sales with Client SegmentationToday, our Pro Tip focuses on the importance of client segmentation as a key business development and growth driver. Nicole Lewis, the president and CEO of Nicole Lewis & Associates, is a passionate client advocate and solution architect who creates high impact... Read More 021: Ignoring Business Etiquette Will Cost You Time and Sales 021: Ignoring Business Etiquette Will Cost You Time and Sales021: Ignoring Business Etiquette Will Cost You Time and SalesToday, our Pro Tip focuses on business etiquette and why it is important for business owners, professionals and executives to achieve greater business and career success. Joscelyn Davis, the president and chief strategist of JADE Strategies, Inc., is a highly... Read More 019: Achieve Greater Success with a Coach, Consultant or Mentor 019: Achieve Greater Success with a Coach, Consultant or Mentor019: Achieve Greater Success with a Coach, Consultant or MentorLet me briefly introduced Matt. He has coached hundreds of financial advisors for more than a decade. Following Matt's extraordinary success with helping his client achieve and exceed their goals, Matt launched his own coaching/consulting company, Top Advisor... Read More 018: Everything You Need to Know about Referrals 018: Everything You Need to Know about Referrals018: Everything You Need to Know about ReferralsReferrals are an extremely effective and cost-efficient revenue generation strategy. Yet, many business owners constantly expend countless resources focused on mass marketing in an effort to appeal to an entire market using a one-size-fits-all approach. With some... Read More 016: Boss Up: How to Transition from Business Owner to CEO 016: Boss Up: How to Transition from Business Owner to CEO016: Boss Up: How to Transition from Business Owner to CEODo you remember the moment you decided to launch your business or to become a business owner? Do you remember the myriad of decisions you had to make? Specifically, how did you decide on your new title of president, managing partner, founder or CEO? Whatever your... Read More 015: Excellent Customer Service Should Be Your First Focus 015: Excellent Customer Service Should Be Your First Focus015: Excellent Customer Service Should Be Your First FocusCustomer service is personal for your clients and customers. There are many benefits when businesses provided exceptional, excellent or even good, customer service. Yet, many business owners don’t consistently focus, monitor or improve their customer service. In... Read More 014: When It Pays to Fire Clients 014: When It Pays to Fire Clients014: When It Pays to Fire ClientsDeciding to end a client relationship is a highly stressful, intense and difficult choice that should not be made quickly or taken lightly. In fact, your decision should be made with all due consideration and with well-defined reasons. It is also important that you... Read More 013: Best Marketing Ideas for Spectacular Business Growth 013: Best Marketing Ideas for Spectacular Business Growth013: Best Marketing Ideas for Spectacular Business GrowthMarketing can be a daunting challenge. There are so many conflicting recommendations. And, the landscape seems to evolve daily with new digital and social media platforms. If that’s not enough, there are the issues of what to say, how to say it, where to say it,... Read More 012: How to Align Sales and Marketing for Breakthrough Profits 012: How to Align Sales and Marketing for Breakthrough Profits012: How to Align Sales and Marketing for Breakthrough ProfitsThe terms sales and marketing are often used interchangeably. However, these vital functions provide very different—and equally important—contributions to the company or organization. They’re in fact the yin-yang that cultivates customers, generates sales, and...
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