Referrals are at the heart of growing your business. A powerful way to grow your business is through referrals from a person-to-person business networking group like BNI, LeTip, or Leads. You know that the personal touch of a hand-shake, a face-to-face conversation, or a verbal testimonial from a client can never be replaced by software.
But software can supercharge your business networking.
The easier it is for you, your clients and colleagues to share referrals, the more your business and your professional relationships will grow.
Continue reading Supercharge your business networking
Buying or selling a home can be a stressful, exciting, and very time-consuming process. It is often one of the biggest financial decisions you will ever make. Hiring the right real estate agent to represent you is incredibly important.
This article addresses the questions to ask when you are considering which real estate agent to work with. We also include the rationale for these questions. Continue reading 12 Best Questions to Ask When Hiring a Real Estate Agent
Taxes – one of the few certainties in life. It pays to select the right tax accountant, especially if your situation is complicated or you lack the time or expertise to handle your own tax matters. Learn how to interview and select the right tax accountant.
Continue reading 4 Steps to Choose the Right Tax Accountant
The best recommendations come from people you trust – from friends, colleagues, or known industry experts. Their recommendations save you time and headaches, whether you are seeking professionals and services to manage your life – your family, finances, health and home – or your leisure time.
Why are recommendations from people you know so much more valuable and efficient than those from strangers? Even if the answer seems obvious (i.e. “duh”), it still merits some discussion… Continue reading How to get better recommendations
Use a private Real Word of Mouth Group to strengthen your community by sharing recommendations and personal experiences privately among your neighbors, parents, volunteers, or other people with whom you share a common interest or goal.
You probably already do this today in an unstructured way, whether at get-togethers, over a cup of coffee with friends, or perhaps via an email group. Some examples of communities and the sorts of recommendations that they share: Continue reading Strengthen your community
Manage your vendors with a Real Word of Mouth Group. Share your personal recommendations, ratings and reviews privately with your team and colleagues.
Vendor lists are dynamic
Most organizations, at best, keep a relatively static document, spreadsheet or database to manage recommended vendors. However, the really valuable and immediate information is dynamic and shared in an unstructured way, often with email or around the water cooler. For example:
Continue reading Manage your vendors as a team
Selecting and hiring a financial advisor can be a daunting task, and often starts with asking the people you know who they use for financial advice. That’s a great first step – and you should ask more than one person for a recommendation. But then what? How do you know if this person is a good fit for your needs? When you interview them, you may hear a lot of impressive financial jargon, but what really matters for your situation? Continue reading 8 Steps to Hire a Financial Advisor
You’ve decided you need a financial planner. So what do the designations of CFP, CPA/PFS and ChFC mean? What are the differences, and do they matter? Continue reading Financial Planner Designations – CFP, CPA/PFS, and ChFC