Prospecting

5 tips for short-term prospecting Fallback Image Decorative pattern

Planning and Advice

5 tips for short-term prospecting

Business occasionally comes to you, but most of the time you have to compete for new clients by establishing yourself as a better alternative. How do you make this happen?

By Bryce Sanders |March 17, 2014

3 min read

Call clients six times a year Fallback Image Decorative pattern

Planning and Advice

Call clients six times a year

Clients feel they’re getting good service if you contact them six or more times a year. That means a real conversation, not voicemails or birthday wishes. So what’s the reason for your call?

By Bryce Sanders |March 10, 2014

3 min read

3 approaches to prospecting Fallback Image Decorative pattern

Planning and Advice

3 approaches to prospecting

Find untapped client sources to build your book.

By Evelyn Juan |March 7, 2014

8 min read

Get the most out of portfolio reviews Fallback Image Decorative pattern

Planning and Advice

Get the most out of portfolio reviews

Clients can be fickle. When the market declines, it’s your fault. You’re the expert and should have seen it coming. When the market rises, you were just doing your job.

By Bryce Sanders |March 3, 2014

3 min read