FINANCIAL ADVISOR BLOG
Making Sure Next Weeks Book Writing Does Not Disappear
Vanilla Sky Wednesday was an excellent day of coaching calls that included a prospect that decided to become a client. We are now oversold. In
A Client Deepens Their Understanding
I had a great morning with you. There is a lot that makes sense here. I don’t really look at “that past time as a
Please God, If You Get Me Out Of This One, I Promise To Never Do It Again
A client and I had a good chuckle at the fact that neither one of us has had to say Please God, If You Get
Envision/Build The Producer Group And It Will Come
I had a conversation with a self evolved client that is searching for a way to grow their business. We discussed joining a bank –
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