Is your business in or out of balance? Excelling or struggling with: 1) Strategic Planning 2) Financial Modeling 3) Client Management 4) Sales & Marketing…
One of my clients was having a challenge with some of his clients / prospects not knowing how to print their online investment statements as…
Here is a copy of a financial advisor’s completed Balanced Business Barometer showing their results in the following seven areas of business: • Strategic Planning…
“Your tone of voice is easy to listen to. Your material pertains to what I do. I can actually develop me own plan.” Shirley Granger…
I see a main part of my vocation as someone who “kicks at the darkness until it bleeds daylight” to coin a phrase from Bruce…
What’s Your Ugly? Speaking Testimonials from Insurance Network America – Boise, Idaho – September 10, 2012 “I enjoyed the One Page Business Plan presentation. I…
Here is an excerpt from the September edition of the Advocis Forum Magazine. In the article by Craig Harris, our client Neil Menzies…
Seize the day now and block off the weekend so that you can get some time with zero commitments to recharge your batteries. Speak with…