GETTING THE MOST OUT OF A CONFERENCE (PART 3)

September 12, 2011 Comments Off on GETTING THE MOST OUT OF A CONFERENCE (PART 3)

by: Raymond Sheffield I have previously posted Part 1 & Part 2 of this series looking at Networking while attending or speaking at a conference. Today I want to finish this series with some thoughts for maximizing your results through follow-up after you get home from the conference. 1. Always implement at least ONE idea […]

GETTING THE MOST OUT OF A CONFERENCE (PART 2)

August 29, 2011 Comments Off on GETTING THE MOST OUT OF A CONFERENCE (PART 2)

Last week I posted Part 1 here. It focused on the planning and arrangements you could make before the conference begins. Today we will focus on what you do while attending the conference. There are many benefits to attending a professional conference. Most CPA’s, Enrolled Agents, and Financial Advisors I know attend so they can […]

GETTING THE MOST OUT OF A CONFERENCE (PART 1)

August 22, 2011 12,222 comments

As a thought leader in the legal community, I am often asked to speak at conferences in the Bay Area and around the country. Last month, I was in Chicago speaking at Wealth Counsel’s Annual Conference. I believe there were close to a thousand estate planning attorneys at the conference. My topic was International Estate […]

WHAT’S MORE IMPORTANT: LISTENING or UNDERSTANDING?

August 15, 2011 Comments Off on WHAT’S MORE IMPORTANT: LISTENING or UNDERSTANDING?

I think you will acknowledge that it is hard to meet a client’s objectives unless you understand what it is they need and want. Understanding is one of the underpinnings of good advice. Without it, you can’t give it. But how do you come to this understanding? Do we just know what the client needs? […]

How Can I Help You Even If It Doesn’t Benefit Me?

August 8, 2011 Comments Off on How Can I Help You Even If It Doesn’t Benefit Me?

I have tried to model my marketing efforts about this simple phrase. Be a “Problem Solver.” How can you help a client solve a problem? Is there a referral source that could use your help? Make yourself valuable to others irrespective of whether you get paid or not. Will everyone thank you? No! (more…)