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Channel: Neil B. Wood
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Summer is a perfect time to host personalized Client Events

Client Events:   One of the best activities I learned and then taught thousands of salespeople (financial advisors specifically) was how to host fantastic client events. I became an expert on these...

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The Holistic Advisor Asks More Questions About Life

The best advisors go far beyond providing mutual funds, annuities and other investment vehicles to their clients. They know ALL their plans, goals, fears, family, CPA and attorney and all financial and...

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So What Keynote in Bethesda, MD on July 24, 2014

More and more clients are asking us to provide presentations that will help them get to know their clients better, gain more high quality personal introductions for referrals, how to gain a deeper more...

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The Best Practices of Successful Financial Advisors is now available in...

Working in the financial services for the last 27 years has taught me many lessons. I was fortunate to have many clients (financial advisors) that were among the top ten percent in the business. They...

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Adding Value In Life

During the last 27 years of my career in the financial services industry, I’ve been hired by a few great companies and a few mediocre companies. Business was easier to find when I was with the great...

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Year-end reviews and asking for referrals

The end of the year is a perfect time to meet with clients to review the year and even ask for a referral or two. One of the best times many advisors gain referrals is after an annual review. You’ve...

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Personal Biographies Will Set You Apart

When I hired a business coach in 1997, I embraced every suggestion he had and over the next three years watched my business grow faster than I ever could have imagined. That was great but what was even...

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Robo Advisors On The Move!

Robo advisory programs currently have $16 billion in assets but that’s expected to skyrocket to $255 billion by 2019. Should advisors ignore the Robo Advisor like they did with the no-help/no-load...

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The Affluent Millennials Are Ready to Receive $59 Trillion

We hear a lot of talk about the 77 million millennials (born between 1981-early 2000s) and the possibility that they will become the next Great Nation. I’ve completed weeks of extensive research on...

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Understand Client Psychology aka What Makes Them Tick

Most of the most successful advisors I’ve met over the past 25 years make it a point to understand the mindset of their clients and prospects before they ever talk about investments. They know it’s...

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How’s Your Attitude ?

Today I’m adding a new sleeve to my national presentation list. I will host a series of seminars in 2016 that will share inspirational stories to encourage audiences worldwide. I have studied and...

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A Daily Boost of Inspiration

I’m a firm believer that we can’t motivate people to take action or make changes in their life, behavior or attitude. But we can inspire them to change by sharing stories and examples of others that...

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Wishing You Happy Holidays

Wow, another year has flown by!  I hope you had a successful year, gained more clients, made the time to get to know your existing clients even better and had more fun.  This is the time of the year...

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Implementing the 80/20 Rule and Gaining New Clients

http://www.iris.xyz/development/art-gaining-referrals-clients There’s an ocean of new business out there this year! Are you “fishing where the fish are”? Mark Magnacca is one of my all-time favorite...

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Yahooooo, it’s a volatile market!!

Wahooo, a lousy, volatile and crazy market!     Alas, the Bull Run has yawned and 2016 has presented us with a volatile roller-coaster ride that is proving to be unnerving to millions of investors...

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You get one shot at life so give it all you’ve got !

‘A great accomplishment shouldn’t be the end of the road, just the starting point for the next leap forward.’ ~ Harvey Mackay   How much better can you be? Where do you see yourself in five years? What...

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Today’s CRM technology blows my mind!!

Today’s CRM Technology for Business Blows My Mind! This morning I was talking with a colleague about the resources we used to keep track of vital information on our clients and prospects in the 1980s...

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Best Practices and Inspiration

We’ve had quite a few calls for sales presentations at national and regional sales meetings this quarter. Since I design each presentation around the needs of the audience, I asked each client what...

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The Jack Canfield One Day to Greatness event in Boston on April 6th was...

As a speaker, trainer and facilitator, I like to attend other sessions to keep my saw sharpened. I’ve been a raving fan of Jack Canfield’s since I read Chicken Soup for the Soul many years ago and most...

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Do you script and rehearse for presentations and important conversations?

Twenty years ago, when my personal coach asked if I scripted my presentations, I balked at the idea. I told him that I did not want to sound robotic when talking with people. He asked me what my two...

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