We are a couple of months into something no one realistically thought could happen. No one thought that a virus would spread rampantly through the country, through the world. And...
CASE STUDY: the components of a purpose-driven, profitable business.
There is a reason that people use analogies to communicate. Sometimes we can see something...
How many advisors have something on their website that says, "Every plan is customized and tailored to your needs?"
Let me tell you a secret. That is code for, "We...
Have you ever been hired for advice, delivered a plan, but then hit a brick wall with implementation?
Many advisors see planning and product implementations as two distinct...
New research from Northwestern Mutual suggests that in the midst of this crisis, people know that their financial plans need work, but most do not plan on going to a financial advisor...
I created a video training about how to optimize your Zoom presence the other day. I got really good feedback that the video was useful and timely as the world transitions to video...
The world has come to a grinding halt and you have come to the realization that 100 calls a week to your clients is not a sustainable way to communicate with them.
...
When everything hit the fan a couple of weeks ago, I knew I needed to unplug from my phone and switch my focus for a while. I turned, as I often do, to my...
Accountability is such an elusive thing. We try and fail to hold ourselves accountable. We get accountability partners to try to make it work. We hire coaches to hold us accountable.
...
Do you ever get frustrated that your client won’t…
-share all of their information?
-pay a renewal fee?
-come in for their meetings?
So often,...
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