I recently called a solo practitioner’s office to make an appointment, based on a referral given to me by a professional whom I know and respect. After the recommendation, I knew I was ready to make an appointment but what happened took me by surprise. Before I called, I was simply relieved to have a referral to an expert who would be able to help me. I was indeed looking forward to meeting them. When I called their office, I didn’t speak to a live person, instead I was directed to their … [Read more...] about A Great First Impression or a Wake Up Call?
Happy Friday from the Academy’s 2016 Spring Summit! Your Girl Friday has been on site and behind the scenes all week (check out our Instagram and Facebook pages to see what we’ve been up to!) at our Kansas City event. Wednesday and Thursday morning were filled with a wealth of information exchange in the Academy Boot Camp and MPS sessions, and yesterday at 1pm we welcomed over 225 of our Academy Members to Kansas City to kick off our Spring Summit. Much of the work we do all year at the Academy … [Read more...] about 9 Details You Think People Don’t Notice (But They Do)
If you could increase employee engagement, enhance company culture, improve current employee morale, prevent unnecessary spending on recruiting and training, reduce turnover and time-to-productivity, would you? If owning a business was easy, everyone would do it. For those brave and bold business owners, we have heard your cries (sometimes literally) and developed a service we call “onboarding” as a way to get a new hire plugged into their new firm and accelerate their transition. According to … [Read more...] about First Impressions Matter
The way you look in the mailbox will tell a lot about you, your firm and the services you provide. That is the very first impression that you make with your targeted audience. What do you want them to think or perceive? I see financial professionals with expensive business clothes, nice cars, nice homes, nice offices, nice presentation materials and yet, their marketing looks CHEAP! Other than a referral, direct mail is still the most personal, emotional and accepted medium to make a connection … [Read more...] about First Impressions…