People, Not Pitches Adapting Your Sales Technique to Work In Our Commoditized Economy Spoiler alert: This piece contains a strikingly unpopular opinion on sales in a service-based business. You might disagree with my claim at first, but I don’t think it will take long to change your mind. Perfecting the sales pitch is not the…
If You Can’t Beat ‘Em, Buy ‘Em In case you missed the mega announcement this week – Orion is acquiring RedTail. So, congrats to our friends at RedTail! Although the news is a surprise, it’s not shocking. RedTail has been the CRM leader by any measurement for several years and we have always collaborated well…
Next-Gen Wealth Holders: How Paradigms in Behavior Will Impact the Future of Financial Advice What Makes Next-Gen Wealth Holders Tik (Tok)? I saw a great social media post the other day answering the question, “Why isn’t social media working for me as a financial advisor?” And the answer was pretty straightforward: If social media…
Web 3 Brings DeFi Options to the Masses Cryptocurrency, yield farming, staking, smart contracts, DeFi, Bitcoin as a hedge against inflation. Lately, it’s difficult to avoid these topics. While there may be fear, uncertainty and doubt surrounding the future, it’s important to gain at least a basic understanding of how our industry will change in…
Have You Mastered the Psychology of Business Success? How Business Leaders Can Leverage Psychology to Take Their Company to the Next Level During my years spent in different sectors of the business world, I found one thing to be true across all industries: far too much emphasis is placed on business strategy as a means…