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1 - 8of 8

Results: 8

12 ideas for talking to clients and growing your business

Michael DePilla

Jan 1, 20259 min

12 ideas for talking to clients and growing your business

Reaching Top of the Table and more ways to ask the right questions.

Talking budget and the right questions to ask

Michael DePilla

Nov 1, 20247 min

Talking budget and the right questions to ask

Ways to talk about budgets, retirement and financial planning with clients.

Maintain lifelong learning and long-term relationships with clients

Michael DePilla

Jan 2, 20248 min

Maintain lifelong learning and long-term relationships with clients

12 tips about continuing ed and how personalizing your interaction with clients can help them make informed decisions.
12 tips for standing out, talking to clients and focusing your work week

Michael DePilla

Mar 9, 20236 min

12 tips for standing out, talking to clients and focusing your work week

Quick-hit snippets about overcoming objections, scheduling your work week, prospecting and standing out.
12 ideas to get motivated, create effective social media and deliver client service

Lee Hang Pui Wilkins; Mathew Ross Page; Ysabel Victoria Obediencia Benitez; Rajesh Chheda, ACA, CFP; Sheila Tan Bin Ann, ChFC, FChFP; Jose Victor Vuilleumier Valdez, LUTCF, FSCP; Adrian George, CFP, TEP; Somsap Dechburiram; Arianne Francheska Sanchez Moya; Kaplan Mobray; Cynthia Nallely Rodriguez Barbosa ; Naoki Masuda

Nov 1, 20227 min

12 ideas to get motivated, create effective social media and deliver client service

12 ideas to get motivated, create effective social media and deliver client service.
12 ideas to connect with prospects and prepare for client meetings

Adam Thomas Rex, AIF, CFP; Alessandro M. Forte, FCII, CFP; Janet N. Ng, FChFP, CEPP; Micheline Varas, RHU; Mitsuru Arai; Akihito Hoshiro; Jeanette Pay Mei Peng, CFP; Ritchie Azarce Horario; Masahiro Hashimoto, TLC, AFP; Foong Eu-Jin; Craig Alan Lilley, CFP, CLU; Manu Dhawan

Sep 1, 20228 min

12 ideas to connect with prospects and prepare for client meetings

12 ideas to get your mind right, attract referrals and improve your marketing

Michael DePilla

Apr 20, 20228 min

12 ideas to get your mind right, attract referrals and improve your marketing

Members share 12 ideas for aligning with the clients' perspective, getting through unpleasant tasks, affordable gifts that look expensive and recommending the joy of giving.
11 ideas to achieve peak performance

Michael DePilla

Feb 21, 20227 min

11 ideas to achieve peak performance

Easy ideas to generate referrals, minimize information overload and maximize your strengths.