Financial Advisors continue to amaze me in that they operate their business and personal lives without using a Monthly Microsoft Excel Spreadsheet that includes their…
Thank you for today’s coaching call. Please write out your story / parable along with the entire sales process. Click here to read a copy…
One of my Blogging goals is to do my absolute best to make my Blogs more Clientcentric – meaning more about my clients. The following…
What beliefs are stopping you? Wouldn’t you benefit by taking a stand rather than walking away and continuing to experience the compounded affect of making…
Consider your marketing material that includes your brochures and web site. Is your marketing material Egocentric and talking about your financial designations, your qualifications, your…
Step 1) Clear next’s week’s calendar for Monday & Tuesday Step 2) Book a retreat hotel location for Sunday & Monday night Step 3) On…
To create a product bi-line or slogan for your business, interview 5 – 10 of your top clients and ask; • What do you like…
From time, we write Behavioral Based Employments Ads for our clients. We are a financial services company serving ________________________ and we are looking for an…