Dennis Moseley-Williams

Last week I was in Florida for two days of events for the same client. Over that time, I heard her introduction twice. For our first meeting, her intro was good enough, it qualified, it was what they expected. She updated them on her company news, which is all very good, and she did an [...]

As far as running your practice is concerned, you have 3 objectives every time you pick up the telephone to ring up a client:

Maintain Relationships.
Deliver Key Messages.
Increase revenue with that client through additional services or referrals.

When you are reading this post, consider the positive effect of making several of these calls every day, every week, [...]

A properly segmented client base will ensure you are spending the right time with each client. First auto-segment, then adjust individual clients as you see fit.

A call rotation is automatically populated for you based on your segmentation. Profile! The more you know about your client, the better you can solidify the relationship.

Quickly add information about [...]

This week we are initiating the beta test for our application and we hope to have this available to subscribers of www.salesforce.com by the beginning of September.
A special thank you to all of those who have offered to beta test – your support means a lot to me and will obviously help to ensure that [...]

1. Accept that being a successful advisor is a state of mind. You simply understand that having a smaller client base, and offering exceptional service just makes sense (it does). So commit, and give it some time to take root and yield results.
2. Get Organized – set up a call rotation and meeting schedules using your CRM. [...]

My cousins Ted and Joan have been building wooden boats for over 30 years. www.bearmountainboats.com you can see their work for yourself.
Recently we bumped into each other in the parking lot of a local store in Ottawa, I drive a little sports car that my cousin Ted admired and said so: “Gee, I like THAT. [...]

When you read this blog I want you to keep reminding yourself that what The W Hotel on Lakeshore Drive in Chicago did, didn’t cost a lot of money.
It probably didn’t cost $2.00.
Since they invested not even $2.00 I have paid them at least $7,000.00
I am a blue chip client, and this is my entire [...]

Recently my friend Rob stopped in to visit me. He is also an entrepreneur and a dad so he stopped in and brought his son over who played with my daughter in the back yard. Sweetie says the house is a drop in centre/peer-support group for entrepreneurs – all you have to do is have [...]

Several years ago my friend Kenny and I started talking about ourselves, people in general, motivation, fear, success, failure, desire and how all of it – all of this primal thinking is driven by basic instinct. We started to refer to any kind of pre-programmed behavior that we wanted to overcome as Old Code.
Have you [...]