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Show Me the Clients: Update Your Prospecting Strategy
The Internet is full of marketers who will try to convince you that there is one silver bullet to buy...
We are the average of the 5 people with whom we spend the most time – Jim Rohn
While I spent virtually no time one-on-one with either of these men, they became two of the five people that shaped my practice and my life.
Meetings That Convert: Amp Up Your Prospecting Process
Clients must recognize you as a person driven by their financial success. You can’t control what the prospect does, but you can control what you do.
Finding a Mastermind for Financial Advisors
The “No Theories. No B.S. Rule” – You cannot talk the talk if you haven’t walked the walk!
Let’s Talk Taxes: How to Approach Tax Season with Your Clients
There aren’t a lot of words clients hate to hear more than taxes. Keep reading to learn tips and tricks for broaching the topic of taxes with your clients and keeping the entire process smooth and productive.
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Secrets To Surging – What Other FA’s Don’t Tell You About Surging
Surge meetings happen with the Financial Advisors systematically holding client meetings in
Value Adds
If you are routinely providing clients with value adds in a consistent, efficient, and deliverable
Like Coke from a Coffee Mug: Run Your Best Client Meeting
Client meetings can be a dreaded part of a routine or you and your clients’ favorite part of your
Should We Buy Gold?
Spouses, come in to meet with you and they begin expressing concerns about inflation, the dollar
Finding a Mastermind for Financial Advisors
The "No Theories. No B.S. Rule" - You cannot talk the talk if you haven't walked the