Shauna Mace

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

Congratulations! Super cool what you are doing. If you are in #biotech, #insurance, #fintech, check this out.

@tommydinics at home 🙌🥰🤯Will be ordering more DIY #sandwiches. Watch out cheesesteaks, the real #philly sandwich is back! #yum #takeout #smallbusiness #ordernow instagram.com/p/CCzbxN1HSEUV…

Are you doing this? advisorperspectives.com/articles/2020/… #fintwit #rias #financialprofessionals #financialadvisors #financialplanners

Where to go from here? If you are a #financialadvisor these lessons from 2020 are a good place to start. shaunamace.com/blog/f/lessons… #fintwit #Rias #financialplanning

What Advisors Getting 11+ New Clients per Year Have in Common ow.ly/MoTd30qNuVX @twentyoverten #digitalmarketing

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

Stop focusing on AUM, track these two metrics instead shaunamace.com/f/stop-focusin… #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

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

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

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

According to the data that I saw, the most successful salespeople shared these 5 best practices... #salestips #Growth

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.

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:

How Financial Advisors Can Leverage Their Team to Grow ow.ly/rHEu30qG3ua @spmace #advisors #team #leverage #success #intention