financialservicesalert.com » tag » clients

What every prospect has in common


December 21, 2010 by Jake Simms

You make a presentation. The client says no. Is it worth it to give it another try?

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Seeing retirement on a month-to-month basis


December 17, 2010 by Jake Simms

Companies encourage people to save by telling them, “You’ll have a million dollars if …”

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The best times to call prospects


December 1, 2010 by Jake Simms

Are there really best times and days for calling prospects? Absolutely.

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New prospect? Remember these 5 keys


October 13, 2010 by Jake Simms

You may think your services are perfect for a client. But do you communicate that “perfect fit” to the client?

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7 keys to a successful presentation


October 5, 2010 by Jake Simms

Studies show most people’s No. 2 fear is death. What’s No. 1? Speaking in public!

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  • Siegel has no Clue: Really Jeremy? 25% undervalued? When have you ever said they were expensive? Maybe you should check with GMO who has ...
  • David Pickett: QE3 might balance the budget while Congress does the political theater dance, some new sort of a Greek Tragedy!...
  • ethan: I'm not sure if I'd agree with going another round, but as you stated: "Unemployment is rising. Manufacturing is down. I...
  • Mark Aras: Let's try to NOT be creative by repeating last year's use of the term "qualitative easing" when everybody already unders...
  • e j boyson: Why buy Corporates @ 4% when once can buy decent Municipals @ 5%/6%/7%?...
  • Mark Thompson: In your article, do you mean to use the word quantitative as opposed to qualitative?...







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