OUR BLOG
Mastermind Groups: How Will It Work?
The goal of a Mastermind Group should be to work in a collaborative or win-win fashion. Members in good standing must be able to contribute to the business growth of other members. To develop this win-win atmosphere, an atmosphere of trust among members is of...
Mastermind Groups: Achieving a Collaborative Approach
In a previous post, we talked about some of the hurdles advisors have faced when organizing a Mastermind Group and how to overcome them. The next important step to organizing your group is to ensure, that once the group meets, members are on the same page with their...
Mastermind Groups: Hurdles to Overcome
Once you’ve taken the first step to select viable candidates for your Mastermind Group, it’s time to take action! However, before you begin, let’s look at a few of the road blocks others have encountered when organizing their groups, and explore solutions for...
Mastermind Groups: Selecting COIs to Participate
In his business classic, Think and Grow Rich, Napoleon Hill describes Master Mind as a “Coordination of knowledge and effort, in a spirit of harmony, between two or more people, for the attainment of a definite purpose.” Throughout history many successful men, i.e....
Introduction to Mastermind Groups
While there are numerous formal and informal groups you can belong to that will boost your visibility in the community, one of the most powerful and rewarding is a Mastermind group. A Mastermind Group is all about developing an effective multi-disciplinary team of...
Getting Centers of Influence (COIs) On Board
You realize the value of networking with Centers of Influence (COIs), and you understand how to get clients to share the names of their COIs. You’ve scheduled a meeting with them, and carefully prepared. However, after diligently following the appropriate discovery...
A Partnering Dialogue with Centers of Influence (COIs)
In a previous blog, we talked about the three discovery stages that take place when meeting with your clients’ Centers of Influence (COIs). They are: Learning about their business philosophy. Educating them about you and your business. Exploring ways you can work...
Dialogue and Questions for the First COI Meeting
The three discovery stages when meeting with your clients’ Centers of Influence (COIs) are: Learning about their business philosophy. Educating them about you and your business. Exploring ways you can work together. At the first meeting, you will want...
On-Point Meetings with Your Clients’ COIs
While most financial advisors understand the value of networking with influential people in their community and those associated with their target markets, often they fail to make the right impression when meeting face to face with a Center of Influence (COI). One of...
Overcoming COIs’ Objections to Meeting With You
Have you gathered the names of your clients’ Centers of Influence (COIs) and started calling to set up a time to meet with them, only to have them respond with, “I’m too busy”? If so, here’s a script to help you overcome the COI’s objection to meeting with you: COI:...
