Amy in Barron's on How to Measure the It Factor in Sales
To be good at sales doesn’t necessarily require you to be an extrovert versus an introvert. However, there are some qualitative and quantitative measures that must be met by anyone looking for success in sales. If your team is in growth mode and looking to see if you have skills that can be coached around for business development, versus talent that may not be fit for sales at all, read the following article published in Barron’s by Amy Parvaneh.
Amy's Barron's Article: Women, It's Time to Make it Rain
Women are poorly represented among the nation’s fastest growing and largest financial advisors. Even when there are no external roadblocks, women are often stymied by self-doubt: With one or two rejections, they decide this just isn’t for them. Here we share our suggestions on how women can overcome their fears and be more represented in the wealth management sector.
Introverted in Personality but Want to Grow Your Practice? You definitely can!
Appearances Deceive, Conversations Reveal in Hunt for Clients
Hunting for clients can prove challenging for both new and veteran money managers alike. How to spot the best prospects in a crowd of tuxedos and gowns at a gala--or in shorts on the golf course, for that matter--is a skill that can take years of experience to develop. It isn't easy to determine who is truly wealthy or who is looking for a financial adviser.
To Earn Trust, Tell Clients Your Personal Story
Sometimes, the best marketing collateral you need is yourself. Take some risks by doing something very simple: Being you! This can not only intensify your existing client relationships, but it can help showcase to your potential clients why you are different than their existing advisory relationship.
The most important signal you should look for in prospects
How advisers can make referrals their most effective tool for growth
According to a study by SEI, 47% of your clients will eventually make a referral. Another 47% will not...until you ask. But how can you ask without the question falling flat on its face, and avoiding the typical response of "If I think of someone, I'll let you know"? We answer this important question in this story.
Why a broken Advisor sales strategy is more of a repairable passion problem
As seen in RIABiz, January 2017
By Amy Parvaneh
Remembering your value busts up the dilemma of selling within a circle of friends.