One of the privileges of working nationally with multiple organizations is the opportunity to connect with experts across subjects, including technology tools. I collect technology tips where ever I can. As spring turns to summer, it’s a good time review your processes and add new tools. Here’s a list of top technology tools that make your life easier! Give them a
In nature, weak animals use bluffs to appear powerful and threatening. Skunks are a great example. Their only weapon is noxious, but harmless fumes. The powerless skunk’s goal is to make us afraid, but it’s a bluff. Negative emotion is like skunk spray. When someone releases a noxious tirade, we tend to react against a perceived threat. That’s a natural
I’ve been speaking to hundreds of advisors on branding and it’s a focus for those I coach. Across the nation, there’s a pattern. Many of us struggle to articulate our unique brand in a concise and compelling statement (me too). My branding guru says a brand should be summarized in only 7 words. Sounds impossible! Ultimately, it comes
For my friends who do not receive the Journal of Financial Planning, below is my June 2016 article: In modern society, money is the primary tool for survival, security, and satisfaction. In previous hunting, agrarian, and bartering societies, money was one of multiple sources of sustenance; today, it’s the source. Consequently, every primitive survival and pleasure-seeking drive
Spring is college graduation time and a launch into financial independence, a celebration tuition-weary parents eagerly anticipate. Unfortunately, while parents may be eager to be free of financial burdens, graduates may not be equally eager to assume them. Launching a graduate into independent adulthood can be a difficult transition filled with conflicting expectations and mutual disappointments. Now is the opportune time for
Today, I stumbled on a professional consulting website that is overwhelmingly masculine. Clearly the business does not intend to work with only men, but their website will absolutely turn-off women, perhaps men too. The branding impression is that: “We’re aggressive guys, we only understand aggressive guys, we’ll treat everyone like they’re an aggressive guy and our consulting will be aggressive guy tactics!” I’m confident that the business
Here we go again! Every election cycle seems to get more colorful than the last. Why? One reason is the focus on OR rather than AND. The candidates advocate for this group OR that group. It’s politics of you OR me, but not both. Now financial services increasingly targets special groups, specifically women. New products and services are popping up,
The markets are gyrating. We’re dizzy & confused. So are your clients. Below are behavioral psychology tips for keeping clients calm: 1) First, Calm Yourself: Up to 90% of communication is non-verbal. Clients will notice any anxiety you feel. Watch your speed of talking, breathing & pitch of voice. Rapid speech, quick & shallow breathing and a change in pitch signals
I follow marketing news, so you don’t have to. Here are favorite rules and tips from marketing gurus. Enjoy! Three Marketing Rules 1) Selling is Out: People have been oversold. They’re cynical and suspicious. Traditional “selling” doesn’t work anymore. It turns people off. 2) Attention is Rare: Research shows we’re bombarded with 3,000 – 20,000 marketing
