Part of our pre-planning process for the year includes Laura and I pre-answering the following questions and then getting together to share our answers.
FINANCIAL ADVISOR BLOG
December 19th was my last telephone coaching day of the year and right in the midst of the day I received this surprise e-mail from Missy Pursley. Thank you Missy Pursley and Emily Holbrook.
Wishing you all the joys of the season and happiness throughout the coming year. Looking forward to working with you to meet and exceed your goals for 2017.
Leading Advisors that we have had the honor to work with in 2016. Each of them has the values, vision and purpose to be extraordinary.
Success in 2017 will be a result of having a written vision, business plan and a personal assistant duties task list that you will delegate.
I recently had a conversation with a client of mine about coaching millennials that work in their business.
This is a communication that I recently sent to NAIFA Board Members. Here is an 18-Minute Overview of the Live NAIFA Membership Workshop that I delivered for NAIFA Ohio, New Mexico and Iowa.
We’re looking for an Executive Assistant for a client. Part of the service that we provide our clients is assisting in hiring staff members.