by This article was selected for you by Brian Stallcop, CFP® | May 14, 2025 | Business, Uncategorized
Key Takeaways De-escalate when a situation starts getting tense—be clear that your goal isn’t to argue. Ask questions aimed at discovering more about a person’s issues—even if you’re sure you already know everything. Try to identify overlap between your interests and...
by This article was selected for you by Brian Stallcop, CFP® | May 8, 2025 | Business
Key Takeaways Check your ego at the door. Rein in strongly negative emotions. Convey “can-do” energy—but don’t overdo it. As an entrepreneur, you know full well that the relationships you build can be instrumental to the success of your business and to your own...
by This article was selected for you by Brian Stallcop, CFP® | May 5, 2025 | Business
Key Takeaways Having an ideal client profile helps you better assess the suitability of prospective clients. An ideal client profile should include professional and personal characteristics. Your high-net-worth personality and that of your ideal clients should match...
by This article was selected for you by Brian Stallcop, CFP® | Mar 12, 2025 | Business
Key Takeaways Aim for a win-win when negotiating—both sides should feel successful. Framing helps you move a negotiation in the direction you want it to go. Empathy helps you understand the motivations behind the other side’s actions. Negotiating is pretty much a fact...
by This article was selected for you by Brian Stallcop, CFP® | Mar 10, 2025 | Business
Key Takeaways Focus marketing efforts on generating awareness, then engaging people in conversations that nurture strong relationships. Conversational marketing works especially well if you focus on a niche or target market of ideal clients. Webinars, social media and...
by This article was selected for you by Brian Stallcop, CFP® | Feb 10, 2025 | Business
Key Takeaways You want to get the people around you to become extremely invested in helping you succeed. Moving people up the hierarchy of business relationships can empower you to make huge strides. You can enhance any relationship—even those that are highly...
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