Social Media followers not Same as Subscribers

Social Media “outposts” are an avenue through which to more easily stay in touch with people you know well (friends and fans) and to become visible to people you don’t know yet, or at all, to make that first connection with them. Furthermore, as Laurie pointed out, it is easier for people to “like,” “follow” and “link” than to give up a name and email address in exchange for a report, blog posts or a newsletter. Why? Continue reading

New approach to fees increases client satisfaction

In the latest issue of my newsletter I wrote about the shift from “Time for Money” to “Fee for Results.” This is my personal story about what happened when I made one small but significant change in the way I engaged with prospects about my fees, and the impact it has had on me and the people I work with. I took a gamble and it paid off. Continue reading

Feeling Shy About Follow-Up Calls?

The Lawyer and the Sales Rep: the best testimonial I’ve ever heard about the true value, importance and tone of customer-focused follow up. When a financial planner expressed feelings of boredom with the routine of making follow up calls, this story came to mind…Follow up, at it’s best, is about making contact, doing so with respect and an eye on service. Continue reading