Michelle and Patty are honored to be published in Advisor Perspectives - the leading interactive publisher for Registered Investment Advisors (RIAs), wealth managers, and financial advisors.
Michelle’s Articles
- When It Really Counts
- The Decision That Will Make You an Expert
- Referral Questions Asked and Answered
- Yes, Virginia, Introverts are Better Networkers
- Three Easy Ways to Improve Your Sales Cycle
- 3 Must-Have Components to a Sustainable Referral Process
- A Five-Step Process for LinkedIn Prospecting
- Why COIs Don’t Refer You
- Overcoming the Five Barriers to More and Better Referrals
- Four Ways to Influence Referrals for Those Who Hate to Ask
- Don’t WIMP Out On Referrals
- Four Habits to Get More Referrals
- The Golden Rule Fails Financial Advisors
- A Five-Step Process for LinkedIn Prospecting
- Eight Tips for Getting Better Referrals
- Two Things You Can Do that Other Advisors Don’t
- Three Ways to Make Yourself More Interesting
- Are You A Good COI?
- A Bucket List Strategy for Stress (and Referrals)
- The Corona Response
- The Chemistry Behind Successful Female Advisors
- The Secret to Productive, Reciprocal COI Relationships
- Stop Asking for Referrals During a Review Meeting
- Take Off Your Referral Blinders
- Save Time and Increase Your Referrals
- Five Traits of High-Achieving Female Advisors
- Five Words That Trigger Referrals from Board Members
- Five Steps to Become a Rainmaker
- The Three Biggest Mistakes Advisors Make with Referrals
- The Two Threats that Ruin Referrals
- Five Ways to Put Your Firm in a Better Mood
- Nature’s Influence on Your Practice
Patty's Articles
- How to Eliminate the Need for a Zoom Background
- The Power of Simplicity
- When Busy Becomes a Barrier
- Are You Under the Control of Your Email?
- Delegation versus Perfection
- Stop Kvetching About Having No Time
- Coping with a Sense of “Overwhelm”
- Stop Acting Like You Deliver Insulin
- The Battle Between Your Space and Your Stuff
- Investing in Sleep Will Prime You for Increased Productivity