What’s Past is Prologue: Using Curated Content to Enhance Your Financial Marketing Efforts

By Teresa Dougherty When Shakespeare used the phrase, “What’s past is prologue,” he was generally referring to the notion that what has passed may be used as a prelude to the future.  Curated content serves a similar purpose. By gathering published digital articles (content), sorting through the best, most relevant pieces (curate) and sharing them through email, online and via website, you can boost your read more…

5 Powerful Questions for Opening Up Conversation

As a Leadership and Transition Coach, I’ve learned how powerful questions can reveal the other’s innermost thinking, start people talking and get to the heart of the matter. When the conversation stalls, use these questions to delve deeper into the conversation. 5 Questions to delve deeper and open up conversation:  If you could remove one barrier in your life, what read more…

5 Powerful Questions About Your Clients’ Health

As a Leadership and Transition Coach, I’ve learned there is both an art and science to powerful questioning. Powerful questions can reveal one’s innermost thinking, start people talking and get to the heart of the matter. For wealth advisors, whose profession depends on building and client cultivating relationships, powerful questions can deepen the bond. 5 read more…

5 Powerful Questions After Loss of a Loved One

As a Leadership and Transition Coach, I’ve learned there is both an art and science to powerful questioning. Powerful questions can reveal one’s innermost thinking, start people talking and get to the heart of the matter. For wealth advisors, whose profession depends on building and cultivating client relationships, powerful questions can deepen the bond. 5 read more…

5 Powerful FA Questions for Clients Who Are Ailing

As a Leadership and Transition Coach, I’ve learned there is both an art and science to powerful questioning. Powerful questions can reveal one’s innermost thinking, start people talking and get to the heart of the matter. For wealth advisors, whose profession depends on building and cultivating client relationships, powerful questions can deepen the bond. 5 read more…

5 Powerful Questions to Get to Know Your Clients

As a Leadership and Transition Coach, I’ve learned there is both an art and science to powerful questioning. Powerful questions can reveal one’s innermost thinking, start people talking and get to the heart of the matter. For wealth advisors, whose profession depends on building and cultivating relationships, powerful questions can deepen the bond with clients. read more…