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If you can find a good consultant that will be able to guide you and help to connect you with the right people and investors, it will save time and energy. But you can also learn from those around you — learn from customers, partners, friends, family. They can also share valuable insight to help improve your product and your process. In the end, people will be the ones using your product so who better to learn from.

As a part of our series called “Meet The Inventors”, I had the pleasure of interviewing Rotem Shor, CTO of Medisafe.

As CTO, Rotem works with major drug manufacturers to help patients manage their treatment journey and medication therapies based on each user’s regimen, condition, demographics, social determinants and specific circumstances. Since its inception, Medisafe has advanced the role of digital companions to become a primary source in driving patient engagement and capturing key data on medication usage and health trends.


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Consider philanthropy — Donating to a cause that you care about is a form of investment. You’re assessing your priorities, determining which charity is the best one for you to invest in, and evaluating the impact of that investment.

As a part of my series about strong female finance leaders, I had the pleasure of interviewing Jessica Gibbs, CFP®, Director of Private Wealth Design at Monument Wealth Management.

Jessica was inspired by a podcast to become a wealth advisor, which was a completely new path for her. Even though she enjoyed working with individuals on their philanthropic giving, Jessica decided that Private Wealth Design was a better way to build the type of long-term, advice-driven relationships she valued. After completing Georgetown University’s Certificate in Financial Planning program, Jessica joined the team at Monument Wealth Management as a CFP® and was named a Forbes “Top Next Generation Financial Advisor” in 2017 and 2019.


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…it’s important to note the distinction between being “salesy”, and pushy when it’s needed. Some people simply have a hard time making a decision, and without a skilled salesperson there, may just end up vacillating indefinitely. For instance, when you believe your client is making a terrible decision, it is up to you to remind them. Until they either accept it as a fact, or acknowledge your reasoning, but ultimately accept the responsibility for their decision. Sometimes a good salesperson is pushy because they honestly believe that their product or service will have a positive impact on the other person’s life or business, not because they simply want to make a sale. …


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Every aspect of running a business ultimately comes back to customers. Your product team works to find and build solutions to your customers’ problems; your marketing team obsesses over finding prospective customers that can benefit from your product or service; so and on down the line.

As part of my series about the five things a business should do to create a Wow! customer experience, I had the pleasure of interviewing Doc Shufelt.

Doc Shufelt is the CEO and co-founder of ArenaCX. Prior to ArenaCX, Doc spent ten years with Republic Wireless in key operational and executive roles. He most recently served as General Manager and SVP of the Republic Wireless business unit where he led a total organizational transformation that took the business to EBITDA profitability. Prior to becoming General Manager, Doc oversaw the development of Republic Wireless’s innovative and award-winning customer experience strategy, resulting in notable accolades like Republic Wireless being included in Forbes list of the 100 Most Customer-Centric Companies in 2019. Doc earned a Bachelor of Arts from the University of Richmond and a Masters of Business Administration from the University of North Carolina’s Kenan-Flagler School of Business.


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Take up one idea. Make that one idea your life — think of it, dream of it, live on that idea. Let the brain, muscles, nerves, every part of your body, be full of that idea, and just leave every other idea alone. This is the way to success.” From Swami Vivekananda, an Indian monk. This statement gives me a lot of energy. Too many people get distracted, and that leads to failure even if they have the right skills otherwise.

As a part of our series about business leaders who are shaking things up in their industry, I had the pleasure of interviewing Divyabh Mishra.


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I think sales, as a whole, has largely been ignored because it’s misunderstood. People have this archaic view of sales being the slick talking, salesman in a leisure suit. What they don’t know is that sales are truly about people and relationships. Selling shouldn’t be thought of as just a vehicle in order to get to the end result of a transaction. It’s heavily based upon solving people’s problems and having the emotional IQ to make a personal connection with someone else who has a need.

As a part of my series about how to be great at closing sales without seeming pushy, obnoxious, or salesy, I had the pleasure of interviewing David Wright.


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Get at least 4 to 5 testimonials from their prior clients about their experience with the advisor so you get a range of examples of the client’s work. This will allow you to know what to expect and if they are truly credible.

As a part of our series about what one should look for when hiring a financial planner or adviser, I had the pleasure of interviewing Chris Holder.

Chris Holder is a serial entrepreneur, venture capitalist, financial advisor, and sits on the board of multiple organizations. At the age of 25, Mr. Holder was able to retire from the traditional 9 to 5 where he went from making an annual salary of 28k to earning a six-figure income in less than one year. He is the CEO and Founder of the 100 Million Dollar Run Live Event where he aims to help 1000 individuals build 6 figure empires, and Co-Founder of the exclusive Investment Education Group “The Phoenix Circle”. …


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Establish Trust. Nurses have been shown to be one of the most trustworthy professions. Even prior to entering the Nursing profession, I would notice that complete strangers would be comfortable opening up and talking to me. That is when I realized that this was something that I had to nurture and cultivate. Clients trust me to help them, and I would never do anything to break this trust.

As a part of my series about how to be great at closing sales without seeming pushy, obnoxious, or salesy, I had the pleasure of interviewing Albert Ho.

Albert has condensed his two decades of experience into his first book Checkmate: How to Win the Sales Game in Healthcare. He is a highly sought-after keynote speaker and has delivered over 30 keynotes to audiences up to 1,500 attendees. He is best known for his consulting business Healthcare Heroes which works exclusively with healthcare marketing and sales professionals.


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Make sure the first person your customer sees is smiling and attentive. The service experience at Urban Betty Salon is designed to exceed expectations from the instant a guest walks in the door. Our front desk is just beyond the door, so it is clear to new guests where to meet and be greeted by our reception staff. We want guests to feel welcomed in the reception area. We train our front desk to smile and greet every person upon arrival.

As part of my series about the five things a business should do to create a Wow! customer experience, I had the pleasure of interviewing Chelle Neff. Chelle has been a leader in the U.S. salon industry since founding Urban Betty in 2005. As the CEO, Neff has successfully grown Urban Betty year after year and today has a salon company that houses more than 60 employees and 2 locations. No stranger to innovation, Neff designed and developed her own app, FyleStyle, which allows stylists to track client information and color formulas, and in 2017, she launched her own series of educational classes called Betty Bootcamp. In 2018 & 2019, Urban Betty was named as one of the fastest-growing privately held companies by Inc 5000.


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Great salespeople are great listeners, have a natural curiosity, and can organize a sales process like an engineer. It is not about them. We have a metaphor at M3 Learning: it’s Not About the Dog. Long story, but the more you woof and bark about your product or service, the less chance you have at a sale.

As a part of my series about how to be great at closing sales without seeming pushy, obnoxious, or salesy, I had the pleasure of interviewing Skip Miller.

Skip Miller is Founder and President of M3 Learning, a ProActive Sales and Sales Management Training Company based in the heart of Silicon Valley.

About

Tyler Gallagher

CEO and Founder of Regal Assets

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