Here is a follow up e-mail to a client that relates to behavioural adaption. Dear Steady Advisor, Thank you for Tuesday’s coaching call. Congratulations for…
As a 2010 MDRT Annual Meeting Speaker, I was invited to the Past President’s Reception on June 15th which was right after I spoke and…
Dupuis Langen Financial Managment is a demonstration of the values of commitment, dedication, excellence, grace & honour. Laura and I were reminded of these values…
Here is the first of four financial advisor speaking marketing postcards that we are sending over a period of weeks to event producers of financial brokerages, career…
Curing the Unmet Needs Disease is a specific three-part process which we will cover in-depth in the coming pages. Along with that, though, it is…
For fun I thought I’d create a Spring 2010 Speaking Wall Of Fame with conference brochures, conference journal and pen, hat, letters of appreciation, membership…
Sometimes I have to send tough love e-mails to clients and here is one that I sent the morning of June 9, 2010. Dear Client…
It’s Friday July 2nd and I taking some time to document the things that Leading Advisor has to celebrate mid way through 2010. This will…