Shauna Mace

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

[Shauna Mace @spmace]

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

[Shauna Mace @spmace]

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

[Advisorpedia @advisorpedia]

Two Ways Financial Advisors Can Develop Marketing That Stands Out https://t.co/KSbfakUy3h @spmace #financialadvisors #marketing

[Shauna Mace @spmace]

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

[BioPhy @BioPhy3]

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 https://t.co/Qv2g4iyEWY.

#ArtificialIntelligence #Finance #Hope

[Shauna Mace @spmace]

@tommydinics at home 🙌🥰🤯Will be ordering more DIY #sandwiches.

Watch out cheesesteaks, the real #philly sandwich is back!

#yum #takeout #smallbusiness #ordernow https://t.co/VSl7E5nqPG

[Shauna Mace @spmace]

Are you doing this?
https://t.co/pPMuXTLesg

#fintwit #rias #financialprofessionals #financialadvisors #financialplanners

[Shauna Mace @spmace]

Where to go from here? If you are a #financialadvisor these lessons from 2020 are a good place to start.
https://t.co/vITVIKLJEq

#fintwit #Rias #financialplanning

[Advisorpedia @advisorpedia]

What Advisors Getting 11+ New Clients per Year Have in Common https://t.co/kVMnxLJer4 @twentyoverten #digitalmarketing

[Advisorpedia @advisorpedia]

Editor’s Choice: Why These Articles Were Great! https://t.co/LaCfelENe1 @PaulBromford @spmace #communities #financialadvisors #success

[Shauna Mace @spmace]

Stop focusing on AUM, track these two metrics instead https://t.co/djxw3g8vZM

#fintwit #financialadvisor #ria #Growth #data

[Shauna Mace @spmace]

Times like these call for us to have the #courage to do the right things in life and in business.

#MondayMotivation

[Shauna Mace @spmace]

Be👉🏻Do👉🏻Have #simplicity #growth #growthhacking

[Advisorpedia @advisorpedia]

5 Steps for Advisors to Develop a Successful Referral Habit https://t.co/gIj9tHfzis @spmace #referrals #habits #advisors #action #ignite

[Shauna Mace @spmace]

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

[Shauna Mace @spmace]

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

[Shauna Mace @spmace]

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

[Shauna Mace @spmace]

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.

[Shauna Mace @spmace]

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

#salestips #Growth

[Samantha Russell 👩🏼‍💻 @SamanthaTwenty]

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:

[Advisorpedia @advisorpedia]

How Financial Advisors Can Leverage Their Team to Grow https://t.co/muqlxsjIIV @spmace #advisors #team #leverage #success #intention