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Preparing and Perfecting Your Persuasive Presentation with Matt Abrahams

Matt Abrahams discusses how to deliver an engaging presentation that captures attention and leads your audience to take action.

2021-04-14T08:52:36-05:00By |Barron's Podcast, Blog-Podcast, Growing, Leader Interviews, Managing, Planning, Podcast, Practice Management|Comments Off on Preparing and Perfecting Your Persuasive Presentation with Matt Abrahams

Make Your Communication Strategy a Loyalty and New Client Driver

Consistent communication imprints the advisor’s message on the brain of the recipient and leads to loyalty among clients and more referrals.

2020-08-28T10:17:12-05:00By |Between Now and Success, Blog-Podcast, Growing, Leader Interviews, Managing, Planning, Podcast, Practice Management|Comments Off on Make Your Communication Strategy a Loyalty and New Client Driver

Fear of Other People’s Opinions

Fearing other's opinions might be holding you back. Taking the safe route won’t upset anybody, but it also won’t generate a strong emotional reaction.

2020-07-22T14:36:17-05:00By |Between Now and Success, Blog-Podcast, Growing, Leader Interviews, Managing, Planning, Podcast, Practice Management|Comments Off on Fear of Other People’s Opinions

Bonus Episode: Coaching Clients Through Uncertainty

Discussing my 5-point framework for effective communication with clients during a crisis with BMO's Ben Jones.

2020-06-09T17:32:09-05:00By |Between Now and Success, Blog-Podcast, Growing, Leader Interviews, Managing, Planning, Podcast, Practice Management|Comments Off on Bonus Episode: Coaching Clients Through Uncertainty