FINANCIAL ADVISOR BLOG
You Don’t Have A Secret, The Secret Has You
There is an expression … you don’t have a secret, the secret has you. Taking it a step further, you don’t have unmet needs, limiting
Working Weekend Confession
It’s Saturday morning and I’m confessing that I’m likely going to be working Saturday and Sunday mornings/early afternoons and I’m just taking a moment to
MDRT Plateauing Out Syndrome
A client of mine mentioned that MDRT ( Million Dollar Round Table ) Members talk about the issue of the Plateauing Out Syndrome. The Plateauing
Confidential Questionnaire
I’m starting to see the answers come in from a Confidential Questionnaire that we sent out in advance of a Private Client Workshop that I
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