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Brian Haney, CLTC, CFS, CIS, CFSB, LACP, CAE

Brian Haney, CLTC, CFS, CIS, CFSB, LACP, CAE


Recent posts by Brian Haney, CLTC, CFS, CIS, CFSB, LACP, CAE

5 min read

Never Ask for Referrals Again

By Brian Haney, CLTC, CFS, CIS, CFSB, LACP, CAE on 9/6/23 1:43 PM

Every salesperson has wrestled with the age-old question, “What’s the best way to get referrals?” Depending on how you’ve been trained, you might have a few different ways to answer. Many say “ask” or “ask the right way" or “make sure you’re planting referral seeds along the way to make it easier for someone to provide them to you” but I beg to differ. I have always found that the best way to get referrals is to be referrable. To me, there is only one way to be referrable in our industry: by creating a superior client experience that fosters stark raving fans.

Topics: Marketing Referrals Grow Your Business
4 min read

The 6 Digital Marketing Commandments

By Brian Haney, CLTC, CFS, CIS, CFSB, LACP, CAE on 2/14/23 3:00 PM

Why religiously following these commandments will catapult your practice to the next level!

What will it take to make 2023 your best year ever? Ever think about finding religion? No, I’m not talking about going to church or joining a cult. I’m talking about following the digital commandments, not handed down by Moses or even Meta, but embodied by some of the best practitioners in the digital marketplace. If you are wanting to up your game and take your marketing to another level, then pay close attention to these foundational keys to success:

Topics: Marketing Grow Your Business Protect Your Business
2 min read

Stories That Compel, Not Stories That Sell: What Can Toyota’s Olympic Ad Campaign Teach Us About Branding?

By Brian Haney, CLTC, CFS, CIS, CFSB, LACP, CAE on 8/6/21 5:20 PM

Whether you’re an Olympics aficionado like me, or perhaps just a casual observer it is hard to miss Toyota’s Olympic ads featuring the tag line, “START YOUR IMPOSSIBLE.” I have to admit, several of these ads got to me a little bit, especially the beautiful story of a Paralympic swimmer’s adoption. These ads resonated not because of what I saw and heard, but because of how they made me feel. They reminded me of what it means to be human, and to care for others.

Topics: Sales & Marketing
4 min read

FinTech: Not All That Glitters Is Gold

By Brian Haney, CLTC, CFS, CIS, CFSB, LACP, CAE on 5/13/21 10:19 AM

I’ve given dozens of talks on the need for financial professionals to navigate the digital landscape effectively, and invariably the conversations veer into the arena of “what’s the newest, best tech to help me grow?” As a self-avowed tech junky, I am always obliged to engage in this conversation, because it’s a lot of fun to talk technology.

Topics: Practice Management FinTech

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