Category: Topics

12326310 / 2622 POSTS
Best Robo-Advisors for Millennials and Those Without Much Cash Getting started investing is never easy; not only do you need to choose the best investments for your lifestyle and financial goals, but many believe that you need to scrounge up a large ...
­Two cups of coffee, one unexpected, but I sure learned a lot. What did I learn from two cups of coffee in twenty minutes? Let me set the scene for you. I was meeting a friend for coffee. I bought my coffee and  sat at the table and thought, ...
People want to buy from those they know, like, and trust. Likewise, your emails are much more likely to be successful if your prospect views you as a partner, and not a vendor. How can I achieve that through the simple medium of email? Let’s exp ...
If you’re looking for a robust investment platform that comes with a spending account, you’ll want to consider M1 Finance with the M1 Spend option. This fintech company was founded 5 years ago and has built an increasingly steady reputation for itse ...
Incoming business feels great. Having people who want to buy from you does, too. But when our profits surge, do we keep our measurements in check? I am struck more than ever by the old line, “Volume covers up a lot of sins.” Certa ...
Email is a great tool for prospecting, when used correctly. It can be your foot in the door, or your foot in your mouth. Do your prospecting emails need some fine-tuning? Or perhaps it’s time to start from scratch. Welcome to my 4-part series ...
­When changes happen, big or small, how do you react? In light of the pandemic we’ve all experienced for the past year and a half, someone recently asked me, “So, do you miss traveling?” I had to laugh. I said, “ “Well, it’s kin ...
You don’t have to live by the peaks and valleys most salespeople experience in their sales pipeline. Are you looking to see more progress in your own workflow–from prospecting, to closing the sale and creating a customer? Check out these ...
Top Robo Advisors by AUM In the financial advisory world, assets under management, or AUM, is a key metric. Most advisors, both traditional and robo-advisors, earn their income as a percentage of AUM. The largest robo advisors by aum, in most cases, ...
­How many times do we get caught up in something very short-term, so much so that it begins to shape our thinking long-term?  Recently, I was stuck in a major rainstorm in Dallas. I pulled into a parking lot at a Barnes and Noble. Yeah, I’m a ...
12326310 / 2622 POSTS