Five Ways to Build a Referral Network with Centres of Influence

Archive for the ‘How-To’ Category

Five Ways to Build a Referral Network with Centres of Influence

28 Jan 2012

“Referrals aren’t given easily. If you don’t take the time to establish credibility, you’re not going to get the referral. People have to get to know you. They have to feel comfortable with who you are and what you do.”- Ivan Misner

Your centres of influence (COIs) can be your more profitable sources of referral business, [...]

How did this financial advisor get over 38,000 YouTube views?

In: How-To|Video

26 Jan 2012

While based on his media presence it’s quite clear that this financial advisor clearly has a high profile to begin with, it is also clear that the video style also contributes to its immense popularity. While 38,000 views may appear to pale in comparison to the millions that music video generates, it is nevertheless extremely impressive [...]

Book Review: 101 Success Tips & Strategies for Financial Advisors

In: General|How-To

21 Jan 2012

Whether you’re a fledgling new advisor, or an established, more seasoned advisor, you understand that your professional performance is the primary driver of your practice’s success. But what are advisory best practices? Are you doing everything you can to build your business?
Rosemary Smyth, an associate certified coach (ACC) and member of the International Coach Federation [...]

Infographic: Your E-Reputation

In: How-To|Marketing

13 Dec 2011

As a financial advisor, you understand that your reputation is key to your success. KBSD has come up with a useful infographic describing how YOU should manage your online presence to ensure that you maintain a strong reputation on the world wide web.

img src: http://www.makeuseof.com/tag/infographic-managing-personal-ereputation-2/

Tech Tip Thursday: Convert Files from PDF to Word Format

In: Freebies|General|How-To

8 Dec 2011

Ever received a file in PDF form that you wanted to edit, but couldn’t because of the PDF’s non-editable format (and you don’t want to pay for a professional version of adobe….)?
Thanks to pdf to word converter, NOW YOU CAN, and you don’t need to email your co-worker asking for the original document! Simply upload [...]

How to Write a Proposal – Tips for the Financial Advisor

In: How-To|Sales Ideas

8 Dec 2011

Why write a proposal?
Written proposals can be a powerful tool for financial advisors to share solutions, business plans, or sales pitches with prospective clients. Proposals are often used to close deals, and are a great way to do so when a prior conversation or meeting with a prospect did not lead to a concrete opportunity. [...]

How to Get More YouTube Views

In: How-To|Video

1 Dec 2011

I’m sure many of you have had experience with YouTube videos simply languishing, unviewed. Follow these tips from James Wedmore to help you get more exposure.

15 Gmail Keyboard Shortcuts You Didn’t Know About

In: How-To

24 Nov 2011

Simply press the following keys in your keyboard and get gmailing quicker!
C – to compose a new message
Shift+C – to compose a new message in a new window
Tab+Enter – send message (careful with this one!)
U – Returns to the inbox/conversation list
F- Forward a message
Shift+F – forward a message in a new window
R – Reply
Shift+R – [...]

Browser Keyboard Shortcuts to Streamline Web Browsing

In: How-To

23 Nov 2011

Keyboard shortcuts will not only streamline your web browsing experience, but will also impress your peers as a result of its display of apparent technological prowess.
Internet Explorer:

Ctrl+F – Find (for example, keywords such as names or buzz words)
Ctrl+N – Open a new window
Ctrl+D – Add a bookmark
Ctrl+T – Open a new tab
Ctrl+Tab – Switch to [...]