FINANCIAL ADVISOR BLOG

Phil Hauser sent me this quote by Jim Henson of The Muppets fame. I spend a few minutes in meditation and prayer each morning. I

Here is a referral script that we created today. I am wondering if you could help me? I recently met with a marketing consultant and

It’s 5:20am on Thursday morning and I am sitting down after reviewing my e-mails to review my client files in preparation for today’s’ coaching calls.

Here is a picture of our MS Excel Spreadsheet of our yearly calendar by day and month that relates to the Free days, Buffer days