C.Richard Weylman, Chairman and Managing Director of Weylman Consulting Group is pleased to announce that Tom Klose has joined the firm as a Director of Corporate Relationships, Insurance & Advisory. According to Weylman “Mr. Klose will be actively engaged in the ongoing support of the many financial services companies who have licensed access to our online advisor marketing and manager recruiting platform, The Weylman Center for Excellence in Practice Management™. Mr. Klose has been a long time client of our firm and we are delighted to have someone with his deep field and executive experience join our team.”
The Upcoming Potential Momentum Killer
Summer time has finally arrived for most of us. The kids are or are about to be out of school, the golf course is open, the boat’s in the water, even the tennis courts beckon. As challenging as this year has been for many, everyone needs a break. However, too often summertime opportunities become so tempting business momentum suffers. It is easy to find ways to spend our time out of the office. After all, prospects & clients are away on extended vacations so why shouldn’t you be as well?
However, keep in mind how you approach summertime always has consequences. If you practice “creative avoidance” and find every “good” excuse to be away from the business frequently there are consequences. On the other hand, the efforts you could put forth in the summer – such as planning marketing activities, cleaning up databases, researching prospects and getting in front of new people – pay large dividends. No matter which path you choose it will determine how your fall quarter goes. Don’t get me wrong; to recharge and refocus on a real summer vacation is ideal and necessary. But be careful that self-indulgence does not replace self-discipline. Here is a way to see the difference.
This is Self-Indulgence This is Self-Discipline
1) We think about how we feel (I deserve it) or We think about the consequences of creative avoidance
2) We decide to take more time away or We strike a balance and maintain business momentum
3) We postpone the consequences until later or We feel great because we did the right thing
Ultimately the choice of course is yours. But remember if you have momentum this year don’t lose it, but if you don’t have momentum, lose no time in getting it.
C.Richard Weylman is an inductee into the Speakers Hall of Fame, chairman and Managing Director of Weylman Consulting Group, CEO & CDO of The Weylman Center for Excellence in Practice Management, and a multiple best -selling author.
To elevate your business performance this summer contact Teri Kotlarski, VP of Marketing at 800.535.4332 or internationally at 941.828.3600 or via email at This email address is being protected from spambots. You need JavaScript enabled to view it.
Marketing to Women Effectively and Successfully
- Women control 51% of all private wealth in the U.S.1 and make over 80% of buying decisions.
- Women constitute 47% of the North American affluent market with assets above $500,000.2 According to the IRS, roughly 39% of the wealthiest investors — those with assets of at least $625,000 — are women. In this group, there are over one million women with a net worth of at least $1 million. Do the math: If you simply convert one-one hundredth of a percent of this market as clients, you’ll capture more than $100 million in client net worth.
- Women-owned companies with 500 or more employees have grown by over 100% from 1997 to 2002.