Making Family Philanthropy Work
In my work with high net worth families, philanthropy can be one of the great positive experiences they share together. When done well, these families lever their philanthropic engagement to
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Performance Press
Build Your Personal Brand on LinkedIn Part 3: Engage with Your Connections
Engaging with your connections will help build your personal brand on LinkedIn and enhance your network. If you build a large and smart LinkedIn network and never engage, it is
Visual Thinking for Business
Visual thinking is way to organize and work with your ideas creatively, leverage both your left and right brain, and communicate more effectively. Why is it so powerful? Because it appeals to all
Three Types of Conversations
Most entrepreneurs understand the importance and value of obtaining introductions. However, many of them do not have a process or methodology that generates a consistent stream of quality prospects. In client
Growing Your Business through Service Excellence
What defines an exceptional entrepreneur? It is the business builder who realizes that she is not only selling a product or service to clients, but is also working to deliver an
The Basics of Email Testing
Email marketing can be a successful business builder, especially when it's done right. Even though email blasts seemed as though they fell out of favor in recent years, a new report shows
Articulate Your Business Plan to Achieve Success
In our society, the most valued work is that which relates to strategy. CEOs of the largest corporations earn more than professional athletes and entertainers. For entrepreneurs and executives, setting
Build Your Personal Brand on LinkedIn Part 2: Build a Smart Network
Once you've built a completely optimized profile, it's time to build a smart network. But how can you build a smart LinkedIn network? It doesn’t just occur naturally. Although LinkedIn attempts
Build Your Personal Brand on LinkedIn Part 1: Brand your profile
Your brand is you. Your personal brand is everything you do to promote yourself and build your reputation. There are literally thousands of personal branding activities you can engage in every day that
Recruit the Right People
“In learning you will teach and in teaching you will learn” Phil Collins, Genesis A number of years ago Sun Life Financial entrusted me with the responsibility of growing the vast
Communication is the Key to Achieving Results
I recently came across John Hamm’s article on The Five Messages Leaders Must Manage. It highlights the value of clear communication in driving results in your business. As a leader
Leadership vs. Management
Is a good manager automatically a good leader or vice versa? Definitely not. Yet so many people continue to question the difference between leadership and management. And, many people view
Unlocking the Value of Social Technologies
There is significant opportunity for business to leverage social technologies. Social technologies, in their relatively brief period of time, have found favor with consumers faster than any previous technology. It
Start to Experiment with LinkedIn
We are spending a growing amount of time online each day, with total hours spent online via PCs, laptops, and mobile devices growing from 5.55 in 2012 to 6.15 in
Mindfulness: The X-Factor of Elite Advisors
Life is often unpredictable and everyone has an occasional bad day. Bad days and negative emotional reactions happen to the best of us, from financial advisors to hedge fund traders.
Mindfulness Meditation and Brain Function
We have all heard that Mindfulness Meditation is good for us. How can sitting down and focusing on our breath change our brain for the better? The left hemisphere of our
How High Performing Salespeople Persuade
Are there qualities or attributes that enable the high performing salespeople to be persuasive? I have only been able to identify one. When a prospect or client looks into a
Do You Assess Employees’ Client Service Skills?
Entrepreneurs may be more focused on business building than they are employee development, but learning how to manage a team and help individuals grow is at the heart of creating
Identifying A Target Market Part Two: Optimize Market Awareness
Every business plan must include specific details and decisions that ensure communications and marketing strategies reach a target market to drive strong sales and long-term sustainability. If an entrepreneur fails
Partnering for Success
Vince D’Addona has given a great deal of thought to answering three important questions in building his business: Who is the Right Client?What is the Right Value Proposition?What is the Right
Identifying A Target Market Part One: Know Your Ideal Client
One important component to a strong business model is not only identifying what the offering will be, but also who the product or service is most directly geared toward. Understanding
Client Engagement is Built on Trust
One of the distinguishing characteristics of Ellis & Associates Wealth Management, an investment advisory team with Richardson GMP, is the team’s commitment to Client Engagement. They recognize the difference between an
The Five Cs of Social Media Marketing
I was recently invited to give a presentation on Social Media Marketing to a group of Marketing Executives. Through my research and preparation for the talk, I learned from an Ipsos
The Planning Process in Action
Over the last five years, Guilfoyle Financial has evolved from a team of five to twelve and experienced revenue growth of 300%+. The company is a true multi-generational success story.