@spmace

#Growth consultant and coach to #RIAs and financial professionals. Aligned plan + resources + mindset = unlock potential.

 Philadelphia, PA
shaunamace.com
Joined August 2009
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  • Following241
  • Followers109
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Your weekly Wednesday sales tip delivered! The most effective and influential people almost always have a plan. An agenda is simply a plan for a meeting or conversation. #RIA #financialadvisor #Assetmanagement #Sales #growth #salestips
I'm starting the Certified High Performance Coaching (CHPC) program today! I couldn't be more excited 😄. Stay tuned for high performance tools and tips! #development #growth #sales
Two Ways Financial Advisors Can Develop Marketing That Stands Out ow.ly/EkUI50CnWbY @spmace #financialadvisors #marketing

Two Ways Financial Advisors Can Develop Marketing That Stands Out

Search for a new path to reach your prospects. If you find one that aligns with your business and brand, take it. #financialadvisors

advisorpedia.com
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Congratulations! Super cool what you are doing. If you are in #biotech, #insurance, #fintech, check this out.
BioPhy@BioPhy324 Nov 2020
It’s official! We are excited to launch BioPhy, a #Philadelphia-based healthcare #fintech startup. We deliver hope through improved outcomes for patients, investors and doctors. Learn more at biophy.ai. #ArtificialIntelligence #Finance #Hope
Are you doing this? advisorperspectives.com/arti… #fintwit #rias #financialprofessionals #financialadvisors #financialplanners

The Single, Most Important Paradigm in Marketing

If I had to give one piece of advice to quickly improve your marketing and sales efforts, it’s this…

advisorperspectives.com
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Where to go from here? If you are a #financialadvisor these lessons from 2020 are a good place to start. shaunamace.com/blog/f/lesson… #fintwit #Rias #financialplanning
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What Advisors Getting 11+ New Clients per Year Have in Common ow.ly/MoTd30qNuVX @twentyoverten #digitalmarketing

What Advisors Getting 11+ New Clients per Year Have in Common

Advisors who are getting 11 or more leads per year from their digital marketing have a calendar link right on their website. #digitalmarketing

advisorpedia.com
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Editor’s Choice: Why These Articles Were Great! ow.ly/ka4q30qL4C1 @PaulBromford @spmace #communities #financialadvisors #success

Editor’s Choice: Why These Articles Were Great!

Why These Articles Were Great! #finance #money #business #investment #investing #entrepreneur #financialfreedom #wealth #trading

advisorpedia.com
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Stop focusing on AUM, track these two metrics instead shaunamace.com/f/stop-focusi… #fintwit #financialadvisor #ria #Growth #data
Times like these call for us to have the #courage to do the right things in life and in business. #MondayMotivation
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Be👉🏻Do👉🏻Have #simplicity #growth #growthhacking
5 Steps for Advisors to Develop a Successful Referral Habit ow.ly/O48f30qKyrC @spmace #referrals #habits #advisors #action #ignite

5 Steps for Advisors to Develop a Successful Referral Habit

Fear setting can be used to rewire your discomfort around referrals and other blocks. #referrals #financialadvisors #success

advisorpedia.com
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What was your response to the impact of #COVID on your business (or career)? 1. Doom and gloom, retreat to the nearest cave 2. Lock down the hatches, protect what is mine 3. Not ideal but there's opportunity in everything, focus there #growthmindset #innovation
Seems fitting for this time of perpetual uncertainty... In the depth of winter, I finally learned that within me there lay an invincible summer 🌞. - Albert Camus #potential #mindsetiseverything #growth #growthmindset #strength
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For years, I worked at a fast-growing asset manager in #marketing and #sales roles. I interacted with A LOT of salespeople -- wholesalers, internal salespeople and sales managers.
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According to the data that I saw, the most successful salespeople shared these 5 best practices... #salestips #Growth
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1⃣Laser focus on the highest value opportunities and activities 2⃣ Persistence with those opportunities 3⃣ Deliver consistent, simple messaging with conviction 4⃣ Truly understand prospects’ and clients’ needs 5⃣ Lead with relevant solutions that addressed needs #fintwit #RIA
1/ If I owned a financial planning business, here's what I would be doing right now when it comes to client communications and Marketing:
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How Financial Advisors Can Leverage Their Team to Grow ow.ly/rHEu30qG3ua @spmace #advisors #team #leverage #success #intention

How Financial Advisors Can Leverage Their Team to Grow

Growing a scalable and sustainable business you will need to figure out how to use your people resources. #financialadvisors

advisorpedia.com
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Vote @TommyDinics
jeem@unclejeem28 Mar 2020
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