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Monthly Archives: September, 2013

By Ed Morrow Your cell phone usage can enhance your “service image” and also “emphasize privacy” but also has the potential to subtly insult your client. Have you ever been in a meeting and had the person you were talking with getting a lot of calls? Each time they reached for their cell phone to see the caller, they were deciding “Who is Most Important – you or their caller?” One financial consultant, who is really very busy and receives lots of calls, makes an issue of this. As he starts a session with a client or prospect, he says,…

Impact Branding The competition for your clients is increasing. A strong brand projects your passion and commitment to clients and prospects. Brand loyalty is reinforced by continued efforts to positively project a favorable image. You don’t have to be a big company to promote your own brand. We help you discover what it is and how to build it. During the first part of the workshop, you will learn that first perceptions are a result of how you brand yourself. We review the cumulative cycle of branding and how it effects every aspect of client interaction from before…