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To all our highly valued clients and acquaintances: Don Sardella here, Business Development Coach for Financial Advisors and beyond: Hitting the Mid-Year Reset Button and Making a New Beginning to Producing the Results You Most Want/Need to Achieve for 2016.
We are on the threshold of the 2nd half of our year 2016. Two related questions for us all?
- What one thing do we need to accomplish before year end, that will make the biggest difference or nothing else that we do will really matter all that much?
- What is the main thing we need to keep as the main thing?
To invest even 5-10 minutes to quickly jot out your responses to these questions can be helpful, to inventory your performance year-to-date and energize your future biz focus. Better yet, invest an hour to think it all through. (Reflection and Planning Suggestions July 2016 ) Do your strategies and systems make the most sense for you, going forward?
Some recent news to confirm an opportunities and challenges of the times we are in:
- According to many, over 3/4 of investors are amenable to another perspective.
- If referred by a trusted friend or colleague, they would value a second opinion.
- Social time for weddings, cookouts, corporate events, family reunions, etc.
- In one association of Financial Advisors, many report 20% growth rates. Attributed to what? Getting referrals to people who are way past auto-pilot complacency stage and far more amenable than ever before to another perspective.
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- from another view on market outlooks
- to how their portfolio is structured
- to exploring the possible client experience offered by you
- to the improved ways that they can receive expeditious service
Are your clients as happy as they can be right now? Are they ready to introduce you?
Are they aware that you are ready, willing and able to explore/open new relationships?
I look forward to opportunities to catch up with you. Til then, to your total success!!
Sincerely,
Don
Website: donsardella.com
Don Sardella / President, Strategic Consultant and Head Coach don@donsardella.com /
(925) 609-6441 4416 Sunlight Court Concord, CA 94518-1925 www.donsardella.com
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