To all our highly valued clients and acquaintances, Don Sardella here, Business Development Coach for Financial Advisors and Wealth Managers.
For some of us, it has been quite a while since we last talked. I look forward to opportunities to reconnect with you again soon in the near future. I trust you are well. Here’s the latest, from my side.
For me, after two years of speaking on the road and doing hundreds of performance improvement workshops, I’m getting back with you to re-activate our previous tradition of monthly newsletters. For a quick update about us, please visit our newly improved, evolving website.
We are quickly moving into 2016. I don’t know about you, but I’ve experienced a tremendous amount of transition, changes, and challenges in the last few years. To that end, as I have reflected and planned, I have found two questions that I suggest you seriously consider:
What can you learn and build upon, from your previous accomplishments?
What do you need to plan and execute to Get and Keep Your Year in Gear?
We recommend you take five to ten minutes to jot down your responses to these questions, to help energize your 2016 business focus. Better yet, invest an hour to think it all through.
(To this end, see the related attachment, Get and Keep Your Year in Gear)
Best yet, contact us here to schedule a FREE 30-minute Coaching Consultation.
We guarantee you’ll gain at least one excellent idea to help you drive your profitability!
Knowing what you now know, do your goals and plans make sense, going forward? Do they light you up? Are they set up to do what you want them to do? What if you don’t do them?
Consider this–during uncertain times, when it can feel like the phone weighs ten thousand pounds, many investment professionals feel like they just want to hide under their desk. On the other hand, in this type of chaotic market environment, referral development opportunities abound. According to many sources, during such periods as now, over 3/4 of serious investors are amenable to another perspective. And 70% of the time, they refer upward, to better people.
If a potential prospect is referred by a trusted friend or colleague, who may value a confidential second opinion on their portfolio strategies and financial plans, you first have to ask yourself:
Are my clients as happy as they could be with me and my services right now?
Are they ready to introduce me to others that they respect and that also trust them?
Are your clients also aware that you are ready, willing and able to explore new relationships?
(See this Sample Referral Request Letter, as an idea that you may use after a client portfolio review)
Previews of Coming Attractions:
Over the course of the next few months, we will be elaborating about:
“8 Key Strategies for Your Total Business Success.”
1. Create a compelling, passionate, three-year vision for yourself.
2. Make the time to plan and energetically execute your most important priorities.
3. Effectively manage all areas of your finances and cash flow.
4. Develop and lead a championship support team–create “win-win” everywhere.
5. Create exceptionally delighted clients and long-lasting, raving fans.
6. Generate a consistently systematic and relentlessly effective marketing engine.
7. Refine your professional sales presentation process.
8. Maintain a great balance between work, rest, and play.
I look forward to an opportunity to catch up with you again soon. Thank you for our time together so far and for those who‘ve kept us professionally engaged, we thank you for having us serve you in the best ways we know. Until next time, may you easily access highly relevant, revenue-generating ideas.
Here’s to your success!
Sincerely,
Don