Day Two Of Clientcentric Blogging It’s 8:02am on Wednesday and I am well into a week of back to back coaching calls. With my new…
Duncan Robinson of Freedom 55 Financial on the June 22, 2007 Ride To Survive Cancer From Kelowna to Vancouver, BC Note Duncan’s T-shirt has a…
I hope that you are having a great week. Please complete the attached coaching call client prep form in advance of our call. We connected…
Financial Advisors continue to amaze me in that they operate their business and personal lives without using a Monthly Microsoft Excel Spreadsheet that includes their…
Thank you for today’s coaching call. Please write out your story / parable along with the entire sales process. Click here to read a copy…
One of my Blogging goals is to do my absolute best to make my Blogs more Clientcentric – meaning more about my clients. The following…
What beliefs are stopping you? Wouldn’t you benefit by taking a stand rather than walking away and continuing to experience the compounded affect of making…
Consider your marketing material that includes your brochures and web site. Is your marketing material Egocentric and talking about your financial designations, your qualifications, your…