Rebecca HourihanOct 7, 20214 minWhy Quality Follow Up Can Be More Important Than New IntroductionsHow many sales are won on the first meeting? Not many, right? As an advisor, you put in the work to earn new business, and that could...
Rebecca HourihanJul 8, 20214 minWishing and Hoping isn’t a Marketing PlanIn a recent conversation, we asked an advisor “What is your marketing plan?” They replied, “We don’t have one.” If that sounds like your...
Rebecca HourihanJun 10, 20213 minWhen to Listen to Cousin VinnyWe all have a cousin, friend or neighbor who has no clue what you do but always has “an idea” for you. This person usually pulls your ear...
Rebecca HourihanMay 6, 20213 minWashington Mud and Regulatory MaybesLately, do you feel like regulations are more like flipping a coin? Whether it is salt in the wound caused by the Conflict of Interest...
Rebecca HourihanJan 7, 20214 minIs Confusion the Reason Why Employees are Unprepared for Retirement?When we step back and really look at the purpose of our industry - what is it? It is to help people retire comfortably on time and with a...
Rebecca HourihanDec 10, 20206 minBreaking Down Your Sales ProcessTraditional schools of thought claim that the sales process begins when the prospect first gets introduced to a solution, but do you...