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Golf, BBQ and social prospecting…

August 11, 2016

A research by the Oechsli Institute showed that investment advisors maintaining both personal and professional relationships with their clients are three times closer to them than those having only business relationships. This statistic doesn’t apply only to investment advisors, but also to all professionals and entrepreneurs (lawyers, accountants, etc.) If your business is built on long term relationships you nurture with your clients, then this insight applies to you. And the good news is, summer is the best time to get closer. Social prospecting is a combination of strategies designed to attract new clients during activities related to, for example, community service or...

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Learning to read the non-verbal keeps us one step ahead!

July 7, 2016

At one time or another in their carreer, anyone may need support in order to achieve their goals more quickly and effectively. One type of professional who can help and whom we don’t think about at the outset is the synergologist. I recently spoke with synergologist Linda Valade, whose clientele includes entrepreneurs. A portrait of a specialty in three questions. S.G. What is synergology? L.V. It’s the study of non-verbal communication, which allows for a better understanding of people through their body language. It has a scientific approach that sets it apart from other forms of non-verbal analysis. S.G. In what way can this discipline...

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Summer, a season filled with opportunities

June 17, 2016

Here we are, already half-way through the year and many are looking forward to the summer’s hot and sunny months. The summer season is a great time to relax: your clients and potential clients are also on holidays, or at least more relaxed, and your centers of influence have more availability – everything rolls at a slower pace. This season also gives us time of rest in order to recharge; we all know how much we need that! It is also the ideal moment to take a step-back and review your business, your team, and strengthen your business relations. Your business practice In order to take advantage of this period to review your positioning and business practice and make, when necessary, changes,...

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How to surpass yourself: A man and a race that changed the world…

May 19, 2016

Since the time of ancient Greeks, no one had ever been able to run a mile in less than four minutes. Many strategies were tried, including tying a bull to a man to make him run faster. Then a 25 year-old medical student, Roger Bannister, made History. He knew that, in order to break this limit, he would need more than physical training. He had to change his mental attitude and believe that it was possible, that he had the potential to go where no one had been before, and that running a mile in less than four minutes could be...

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Measure your progress, change your life

April 28, 2016

Already the end of the first quarter of 2016! Can you believe it? Times flies…but now the question is: are you on track to reaching your goals? I’m a strong (perhaps I should say very strong!) believer in measuring progress. I continually repeat Tom Peter’s motto: What gets measured, gets done. Without being obsessive about it, measuring allows you to step back, refocus and adjust. It is much easier to adjust your course of action after a month or a quarter, then it will ever be at the end of 12 months. So, are you on track to reaching your goals? If your...

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Why I founded Strategist Business Development

March 15, 2016

Usually in our newsletter, we cover topics directly related to business development: marketing, communication, prospecting, client management, team structure, etc. This month, I thought of sharing with you the reasons which have motivated me to create Strategist Business Development. I’ve worked in the financial services industry for over 15 years and held several functions within a team, management of advisory firm branches, marketing department and business development. My education being rather atypical - a B.A. in marketing and a series of securities of the Canadian Securities Institute (followed by a certifying training as a professional and personal coach) - I never really found "my" place: too "creative" to work in management; too “business” for marketing. Over the...

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LinkedIn, Facebook, Twitter, blog, vlog: is your business in version 2.0?

February 18, 2016

How to put social media to work in your business development initiatives  Ten years ago, we all wondered if it was necessary to have a website. Today everyone agrees. The same question arises now with social media: is this necessary? And today, again, everyone agrees. Being present in social media has everything to do with your existence on the web, your Google reputation, networking and bringing visibility to your business. Which media to choose? Often, entrepreneurs ask me the difference between the various platforms and how to use them to grow their business. Here are the good and the downside for each of the most popular platforms. [tweetthis display_mode="button_link"]Here are the good and the downside for each...

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A New Year, a New Way of Doing Business

January 12, 2016

As you prepare for a New Year filled with opportunities and success, get out of your comfort zone and commit to running your business differently for 2016. Here are a few ideas to get you started: 1. Use a team approach to goal setting. As a team, develop a bucket list for the year. Categorize each idea into: must do, should do and a wish list.  Empower your team and let team members select projects they want to work on and allow them to be accountable for deliverables and deadlines.  Leverage everyone's key capabilities and outsource projects outside of your expertise...

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Planning Ahead: 4 Steps to dominating in business in 2016

December 16, 2015

The New Year is synonymous with resolutions and promises of making changes. And this time of year offers you a perfect opportunity to take stock of your business and start planning for next year's business development strategies. Here is my checklist of priority resolutions for all entrepreneurs for the New Year: Turn your business plan into an action plan We all know how important a business plan is for any serious entrepreneur. That being said, what I often see is either: A business plan is created, then neatly stored away in a drawer until the end of the year. No business plan is created at...

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Purpose defines success: The litmus test

November 20, 2015

I have the opportunity to work with some very high-end entrepreneurs - I'm talking entrepreneurs earning 7 figures income running a personal service business. By all measure, these are high achievers. This is why I was really taken aback when one of my client told me at the end of our coaching session, "This is very nice Sara, we have procedures and systems in place, I know where I'm going with my business, my team is aligned and motivated...but why am I doing this? I don't need more income. I don't need a bigger business or more clients. Why am I really doing...

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