Home

  Want better results from networking?

  You can get much better results from your efforts when networking and calling on clients with this tried and true, time-tested  method.

Hi, I’m Stan Mann and I’ve been working with business people for over 22 years who are stuck and want to move forward.

When clients come to me, the issue is often not what to do or how to do it, but how to get out of their own way. They are often stuck in self-defeating behaviors, fear of taking the next step, thinking small and being unclear on their direction.

Do you have any of these issues?

If you’re a financial advisor whose practice is structured so you are responsible for managing people, you have special needs. You have to delegate effectively, stamp out reverse delegation, develop your people so they can take over some of your responsibilities and be super-efficient with your time so you can enjoy your family and your life.

Portfolio reviews can be a great marketing tool if you know how to go about it.
Here’s a conversation I had with one of my clients. He describes how he’s been successfully getting more clients with this strategy. Read it to learn how you to can get more profitable clients without even prospecting.

When business coaching my clients, I help them get a lot of referrals

I don’t have to tell you how great it is to get referrals. One of the strategies used is to network and form referral alliances. These are professionals who serve the same client base as you do.

For financial advisors, these would be CPAs, human resource directors, insurance agents, mutual fund wholesalers, estate planning attorneys, trust officers, and association benefits managers.

Independent financial advisors—are you not getting enough profitable clients? 

Get more profitable clients so you can add $250K more revenue in 4-12 months and freedom to work the way you want.

Do-everything-for-everyone planners want to have a wide net to catch everybody who might possibly be a prospect. A wide net is only good for catching tiny butterflies. If you want big clients, you’ll do much better with a narrow niche. All the pundits agree your financial advisor practice will be way more profitable if you narrow your efforts on a specific niche.

But, do you fear if you specialize in a narrow group of people (what’s called a niche), you will lose potential clients?

Do you worry, “What if I specialize in top executives at Chrysler’s and a radiologist at Henry Ford Hospital is looking for a financial advisor? I’ll lose that prospect?”

Did you know there’s a simple way to double your productivity? You can double your productivity by eliminating the biggest time waster that plagues most financial advisors.

What is this terrible time waster? It’s starting a project and never completing it.

Is This Happening to You?

You suddenly get a notice to transfer funds to your client’s other advisor. What? She had another advisor? (Some clients have two or three advisors.)

Sometimes, she doesn’t have other advisors, only you. Nevertheless, an outsider gets your client’s attention, shows where he/she can fill a financial gap you didn’t cover, and then steals your client away—right from under your nose.

I’m a big believer in not reinventing the wheel. So when I started my practice I simply created my advertising and marketing like all the other coaches did.

BIG MISTAKE! Little did I realize 99.8% of businesses approach marketing in the wrong way. That goes for financial advisors too.