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Stan Mann - The Results Coach for Financial Professionals

Practice Management

How to use email marketing to get HNW prospects chasing you

The digital area and the World Wide Web offer a new marketing opportunity for small business owners.

Benefits of online marketing

If you're a computer savvy business owner and enjoy online activities such as texting, email, interacting on LinkedIn or Facebook, email marketing may be just the ticket for you if you're not doing it already.

16 Mistakes That Doom Your Financial Planning Practice to Mediocrity

Research has shown the differences between mediocre businesses and outstanding businesses. The differences are shown in the following table.

Compare your business. Where do you stand? Which of these serious mistakes do you make? What changes do you need to make to have a high-performing business?

The left-hand column tells you what the mistakes are. The right-hand column tells you what to do about them.

Are you still using product oriented caveman selling methods?

– Are you struggling to get more profitable clients?

– Wondering if there’s some secret to easily getting a steady flow of them?

– Well, yes there is.

I stumbled upon it when I was a green 23-year-old life insurance agent

How to Grow Your Financial Advisory Practice with Online Marketing

Do you wonder if you should do some online marketing?

Are you marketing online already and want ideas to do it better?

Handling Family Conflicts at the Workplace

  Do you have family members working for you?

 Wondering how to handle conflicts with them?

Are You Getting Referrals and Don’t Even Know It?

  You may be doing a great job for your clients. They understand and appreciate the value you provide. You may even have educated them on who would benefit best from your services. But you may have overlooked one critical piece.

Get More Profitable Clients with a Vegetable Brush

  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.

Performance Coaching and Consulting. I work with business owners, executives and financial professionals who want to grow, attra

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, It Pays to Be a Great Boss

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.

Your most powerful, yet overlooked marketing tool – client portfolio reviews

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.

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