FINANCIAL ADVISOR BLOG


Team Meetings: An Essential Part of the Process
[vsw id=”-Jj0uQuF-Qc” source=”youtube” width=”597″ height=”336″ autoplay=”no”] I talked about Emptying Your Mind, I talked about highlighting what you love to do, and I suggested everything


New Year Associate Review, Renew, and Redo
January is a great time of year for an Associate Review, Renew, and Redo by way of a Review Meeting. NOTE: The below steps are


Empty Your Mind
[vsw id=”-u2StJAw0Ok” source=”youtube” width=”597″ height=”336″ autoplay=”no”] What I do is I use Microsoft Excel, and now I am using Dragon Dictation. There was a time


Have a Happy Holiday Season
As the Holiday Season is upon us, we find ourselves reflecting on the past year and on those who have helped us shape our business.


5 Step Client Commitment Process
[vsw id=”7-xqZwjongM” source=”youtube” width=”597″ height=”336″ autoplay=”no”] The next action step is to redefine your 5 Step Client Engagement Process. And the 5 Steps are: