Are You Sitting on A Potential LinkedIn Gold Mine?

Posted by:admin

I recently conducted a workshop on how to use LinkedIn as powerful prospecting and lead generation tool. Several of the participants were surprised to learn that they could be sitting on a potential gold mine of potential leads and referrals. Their lack of understanding, or even fear, was preventing them from fully tapping this rich…

Read More

How to Package and Position Your Expertise

Posted by:CLIFTON WARREN

    Top professionals understand that they are in the marketing and selling business, and the primary reason for their existence as financial services professionals is to market and sell products to existing clients, and acquire new ones. Failure, or the inability, to do this effectively is the number one reason many professionals and firms…

Read More

The Interlocking Wheel Concept

Posted by:admin

 “What is actually easy is always open to question, but there are easier ways … just as there are some hard ways.”  John Savage   Too often professionals ‘go around the corner to get next door’. They purchase a cold list of names, and rely on marketing tactics, such as telephone cold calling and direct…

Read More

Critical Success Factors: Things That Determine Your Success 

Posted by:admin

“Shoot for the moon. Even if you miss, you’ll land among the stars”                                                                         – Norman Vincent Peal Every industry has its performance areas where things must be done correctly if the business is to flourish. They are sometimes referred to as Critical Success Factors (CSF), and business owners must give them continual attention, if…

Read More

Creating the Pathway: Where Are You Today?

Posted by:admin

  Most professionals understand and appreciate the importance of planning. Unfortunately, however, for many planning consists of little more than reviewing their results from the previous year, and projecting forward for the next 12 months. Top-performing firms and professionals do more. They constantly adapt their services, promotion, selling, and practices, to meet the needs of…

Read More

MY 10 FAVORITE BOOKS OF 2016

Posted by:admin

What a year! 2016 will go down as one of the busiest, most memorable, and, in many ways, one of the most bizarre. My reading has helped me make (a little) sense of the world this year. Here are my 10 favorite non-fiction books, in alphabetical order by author. Angela Duckworth Grit: The Power of…

Read More

Attract High Quality Prospects: a simple 5-step process

Posted by:admin

How are your marketing efforts working for you? Filled with good intentions, but delivering few tangible results? I speak to financial services leaders and professionals every day. I know that attracting, and acquiring, new business is one of the toughest challenges they face. Even experienced professionals, who have grown their business organically, via referrals, word…

Read More

Don’t Underestimate The Power of Your Personal Contacts and Network

Posted by:admin

There are two ways to build a successful financial services business, the hard way and the easy way. Too often I see professionals go around the corner to get next door by purchasing a cold list of names” and relying on marketing tactics, such as telephone cold calling and direct mail. A contact list of…

Read More

Seven Market-Based Tactics to Achieve Superior Growth

Posted by:admin

Top professionals select a handful of marketing tactics and learn how to do these well. This allows them to maximise their marketing time to achieve the greatest return on their time invested. Top firms and professionals are constantly expanding their comfort zone to generate multiple sources and ways of getting business. Here are seven market-based…

Read More

Book Review

Posted by:admin

A Must-Read for Success-Oriented Financial Services Professionals By Roger C. Parker Clifton Warren’s Financial Services Sales Handbook: A Professionals Guide to Becoming a Top Professional, is the new “go to” guide for financial services professionals, both newcomers to the field as well as experienced professionals looking to improve their game. It is, indeed, a “handbook,”…

Read More
©2017 Clifton Warren. All rights reserved. We will never distribute or sell your address to anyone. Period. Promise.  |   Admin