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1 - 10of 39

Results: 39

12 ideas for deeper gifting, client engagement and budgeting habits

Michael DePilla

May 1, 20257 min

12 ideas for deeper gifting, client engagement and budgeting habits

Tips for good communication, setting work boundaries and a different way for seeking referrals.

12 ideas for talking to clients and growing your business

Michael DePilla

Jan 1, 20259 min

12 ideas for talking to clients and growing your business

Reaching Top of the Table and more ways to ask the right questions.

Talking budget and the right questions to ask

Michael DePilla

Nov 1, 20247 min

Talking budget and the right questions to ask

Ways to talk about budgets, retirement and financial planning with clients.

Promoting charity and making miracles

Michael DePilla

Sep 1, 20248 min

Promoting charity and making miracles

11 ideas for engaging clients with charitable life insurance, savings accounts and the layers of financial management.
Be genuine and sell yourself first

Michael DePilla

Jul 1, 20248 min

Be genuine and sell yourself first

12 tactics for connecting during client meetings and prepping to engage with prospects and clients.
The dream box and visualize success

Michael DePilla

May 1, 20247 min

The dreams box and visualize success

11 ideas for getting simple, asking tough questions and wishing clients a happy birthday.
Ask clients good questions, get involved and experience personal growth

Michael DePilla

Mar 1, 20247 min

Ask clients good questions, get involved and experience personal growth

11 ways to impress clients, create memorable meetings and achieve your goals.
Maintain lifelong learning and long-term relationships with clients

Michael DePilla

Jan 2, 20248 min

Maintain lifelong learning and long-term relationships with clients

12 tips about continuing ed and how personalizing your interaction with clients can help them make informed decisions.
RTT Tracker RTT Tracker 75% 14 D2 Use social media and follow a consistent schedule to stay motivated Use social media and follow a consistent schedule to stay motivated Turn on screen reader support To enable screen reader support, press ⌘+Option+Z To learn about keyboard shortcuts, press ⌘slash

Michael DePilla

Nov 1, 20238 min

Use social media and follow a consistent schedule to stay motivated

11 ideas to stay relevant on social media and increase productivity through shorter workweeks and quicker client buy-in.
12 ideas for better client meetings and seminars
May 1, 20237 min

12 ideas for better client meetings and seminars

12 tips for asking better questions and making client meetings more productive.