May, 2000


DON'T FAIL AT THE NAME GAME
by Marjorie Brody, MA, CSP,CMC
The name is perhaps a person's most valuable possession. It helps carry on a family line, is used in formal and informal gatherings, and, hopefully, conjures up a good image each time it's spoken.

SUCCESS RITUALS OF TOP PRODUCERS Part 1
by Joseph J. Lukacs
You can have a great annual business plan, but if you don't execute your plan consistently on a daily basis you will never achieve the level of success you deserve.

 

SALESPERSON OR TRUSTED ADVISOR
by Bill Bachrach

Whether you are a rookie or a veteran, the sooner you behave like a Trusted Advisor instead of a salesperson the sooner you will
enjoy the benefits of the Trusted Advisor:



The Financial Professional

Selling
OUT OF SIGHT, OUT OF MIND
by C. Richard Weylman

Your objective as an financial professional in today's marketplace should be to continuously inform and educate your prospects and clients to do business with you because of a continual sense of relationship.

HOW TO CREATE ORGANIZATIONAL TRUST
by Eileen O. Brownell

While a code of ethics often specifies what people ought to do, the creation of trust depends on what people actually do.

BECOMING YOUR CUSTOMER'S BUSINESS ALLY USING The Titan Principle
by Ronald E. Karr
Practice developing issue-based, illustrative, clarification, and consequence questions.

RECRUITING SUMMER INTERNS
by Edwin P. Morrow
Your financial planning practice is supported by four elements: employees, technology, continuing education and marketing. I would like to suggest a course of action that will help you in all four areas: interns

HOW TO READ YOUR CLIENT'S MIND Part II
by Michael Lovas
In this article, I'm going to explain how to determine someone else's Character Type.

RX For Success

LIPID LEVELS - THE RISK OF ARTERIOSCLEROSIS
by Elizabeth Gazda-Smith, M.D.
Cholesterol and triglycerides are fatty substances (lipids) found normally in the blood.

Review of the Month

DEVELOPING DIGITAL CUSTOMER LOYALTY
by Michael Lovas
If you want to know how to develop customer loyalty, the Yankee Group is an excellent choice to talk with.
ARE YOU A PRACTICAL DREAMER? If Not, You Should Be!
by Bill Brooks

No rules of success will work unless you do. But if you don't know what success is to you, Even if you work hard, You'll still get nowhere.


SELECT WINNERS FOR SUCCESS
by Mitch Axelrod

There are four critical elements to measure when you select someone for your sales team.


HOW TO USE THE 80/20 PRINCIPLE TO SKYROCKET YOUR SALES AND PROFITS IN THE NEW MILLENNIUM
by Brian J. Kay
I'm going to share a philosophy with you that might just change your life.

Marketing

THE 5 BENEFITS OF TARGETING
by Steve Moeller

As you target specific niches, you'll specialize more, you'll work with people you enjoy, and your clients and prospects will become your friends.

Stress Doc


LEARNING TO "LET GO":
Not Knowing Where You're Going...
Yet Trusting You Will Get There

by Mark Gorkin
The Stress Doc starts taking some of his advice about setting limits and "letting go." Not just mind-body exhaustion, but self - perception and creative expression are at stake.

Personal Growth


I'M DOING IT MY WAY
by Charli Williams
I hereby grant you the permission and the freedom to operate your own business and your own life in a way that works best, easiest, and happiest for you.

Editor's


Carolyn Hersman

Eric Hornbeck