PROFESSIONALS DON'T "CLOSE"
When I hear someone talking about wanting to help me “close”, “overcome objections” or “disturb”, I know they are not MY people.
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COMBATING FINANCIAL EXTREMISM IN FINANCIAL PLANNING
Often times the loudest voice and the most charismatic character in the room wins the day. But that doesn’t mean they are right…
I am going to assume...
IT'S BEEN DONE BEFORE, BUT NOT BY YOU!
The world doesn’t need just another financial advisor selling insurance and investments, it needs advisors on a mission to use financial planning as a tool to help change...
WHO WILL YOU BECOME?
The question is not who ARE you? It is who will you BECOME?
Being a business owner is so much more complicated than being an employee. It tests you as a human being...
THE KEY TO DECISION MAKING
FORGIVE YOURSELF FOR THINGS YET TO BE DONE
MONEY IS JUST THE EVIDENCE OF YOUR IMPACT!
A BUSINESS CASE FOR MORE HUMANITY
KNOW WHERE YOU STAND BEFORE YOU BRAND
Branding is one of the keys to developing a client experience. The experience you deliver begins with your website and social media pages. It continues into your office space and...
4 TIPS TO GO FROM WHITE-LABEL TO CUSTOM CONTENT WITH EASE!
I was talking with an advisor in our community and she was telling me about an exciting opportunity she has to write for a nationwide newsletter for PGA Pros.
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