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2019 EDITION

How to Successfully Select and Implement a CRM

Learn how to navigate your options and find a CRM that fits your business goals.

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Understanding the Four Seasons- Life and Business Perspective

Over the years I have gained important insights from one of my mentors, Jim Rohn. With Spring 2011 season wrapping up I thought it would be a great time to share his perspectives.
author Dick Wooden 6 Min Read
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First Steps to Building Your Referral Network

MY IDEAL CUSTOMER IS YOUR IDEAL CUSTOMER: First Steps to Building Your Referral Network Have you ever noticed how attorneys seem to share clients with financial advisors? They are strategic ...
author Dick Wooden 7 Min Read
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Who Are Your Ideal Customers, and What Do They Love About You?

Your Ideal is..... Don’t assume you know what it is that your customers value most about what you do – ask them! Ask lots of them. Specifically, ask your ideal customers and then really listen to ...
author Dick Wooden 6 Min Read
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High Touch and High Tech: High Referral Businesses Need Both

Do you fear that technology and social media marketing will mean the end of the personal touch with your clients?   Not to worry. Buzz-worthy businesses are both high touch and high tech.   John ...
author Dick Wooden 6 Min Read
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Knowing Your Ideal Customer Really Well....

"We are all in a People Business" This simple statement struck me a few years ago as I went to read a business success book- from the 1960's....  Yes, that may seem like a long time for some of you - ...
author Dick Wooden 7 Min Read

Drive Your Business Success with Referrals

We all know referrals are golden. They outshine even the best marketing at growing our businesses. Do you consider yourself lucky when you get a referral? If referrals are so valuable, don’t you ...
author Dick Wooden 6 Min Read
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