I put a lot of effort into planning and intentional action before, during and after a work trip to really get the most out of it… and ultimately, give me a reason to return.
business development plan
FINSIA Webinar Recap: The number 1 thing holding professionals back in BD
In my April webinar for FINSIA on ‘Network-building plans for finance professionals in the new normal’, I outlined the key problems I see professional advisors stumble on when it comes to their business and relationship development. Here’s the number 1 thing (and how to overcome it).
How my business is staying VISIBLE and RELEVANT right now
At the moment, the biggest question on my mind is: How can businesses continue to stay VISIBLE and RELEVANT during challenging, fast-shifting times? How can we best serve others in ways that feel authentic and easy for all parties… to help us all create thriving business?