A prospective client e-mailed me the above question with an overview of their situation and here is my reply. I’m observing: • You have a…
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Example #1 Sales Assistant to Senior Financial Advisor For Industry Leading Independently-Owned Full Service Brokerage Firm The successful candidate must: have successfully completed the required…
Leading Advisor’s financial advisor coaching includes many things that include: 1 hour coaching calls every two weeks Accountability A confidant An opportunity to be heard…
Jason Friend, CEO of 37 Signals has an excellent article in the May Issue of Inc. Magazine entitled When To Hire An Assistant. Jason’s article…
Here’s a great Elevator Pitch Contest from Visa where you could not only win $10,000, you could also win tens of thousands of dollars in…
What Are You Growing To Do When You Get Old? Plan · Practice · Profit | May 2011 Welcome to the May 2011 edition…
Uses only key words & short phrases Versatile & easy to understand Strategic & tactical Eliminates the excuses for not planning Proven tool & process…