( Laura and I are taking a break from August 31st and we will see you back here on September 6th … have a great…
Laura and I watched the comedy movie ‘Cedar Rapids’ partly because it is about an insurance agent who is sent to Cedar Rapids, Iowa to…
In What Did You Do With Your Summer To Get Ready For September? I wrote about my Summer Buffer Day activity which included a list…
There is so much talk about Social Media it is overwhelming and I can see that a financial advisor or an investment advisor could easily…
We had a referral to an advisor that was looking for a coach that works with big hitters. What is a big hitter? It is…
Read the latest Leading Advisor E-Newsletter: Working On The Business To Work In The Business Simon ReillyInternational Values and Behavioral Analyst, Business Coach, Speaker and…
I was following through on our Tips To Speed Up Your Client Testimonial Process and the following thought came to mind as I was writing to…
A prospective client e-mailed me the above question with an overview of their situation and here is my reply. I’m observing: • You have a…