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One of the keys to doing business is finding words you are comfortable using to get your point across. → Read More
Don't know anyone in the room? Remember, people love to talk about themselves. → Read More
Identify these people's needs and see if you can help them. → Read More
The first step to better results is reframing the beliefs that hold you back. → Read More
A little Valentine's Day fun: Is your client's portfolio marriage material? → Read More
Building a personal bond can strengthen your professional relationship. → Read More
First-time investors are wowed by what they're seeing in markets, but experienced advisors already know the ending. → Read More
Your clients might know a lot of people, but not know how to facilitate an introduction. → Read More
What you offer is more than what shows up in the annual statement. → Read More
Advisors face many situations where using the right words is the key to getting the desired result. → Read More
Your last activity in 2022 should have been to write up your daily plan for your first day of 2023. → Read More
If you have an abundance of extra time this week, use it wisely. → Read More
It’s time to lay in the seeds for future sales. → Read More
People on vacation want to have fun and make new friends. → Read More
A client arrives the day before Christmas Eve. What could they need from their financial advisor? → Read More
The temptations of sloth and gluttony abound in December. Thou shall not give in! → Read More
You know referrals are great. Have you thought much about why? → Read More
Once word gets around that you are an advisor, the questions start coming. → Read More
As the shopping days dwindle, there are still plenty of affordable and wow-worthy options within reach. → Read More
December is an ideal time to meet wealthy individuals who avoid mingling the rest of the year. → Read More