Thursday brought the opportunity to provide a Values & Behaviors Assessment to a client that I have been working with for the best part of…
I’ve been writing my Blogs all about fictitious financial advisors during the month of February and today’s Blog is in keeping with this theme. On…
– photo courtesy of; www.advocis.ca Over the years, I find my new clients consumed in the month of February making follow up calls to their…
– photo courtesy of; http://camdenhouse.ignisart.com/canon/prio.htm I believe human beings are basically honest, but at the same boundaries are so important. Succession Conversation Too Late is…
Today’s Blog is about acknowledging Turning The Corner and making the Blogs about client situations. Today’s Blog is also short as I am taking the…
– photo courtesy of; http://www.walltowallwallpaper.com/door-posters-1.htm My client was feeling bogged down with details and this was dampening their inspiration to attract more business to the…
– photo courtesy of; http://www.baseballmovie.com/images/rookie-of-year.jpg I can’t tell you how many times I hear, “I was rookie of the year” and ever since, the client…
– photo courtesy of; www.allposters.com While you are very successful, the price of this is you are giving and giving and giving too much of…