How to use a client review process to build your business faster!
When is the best time to do a client review? As you may have noticed I’ve been writing less frequently than I have in the…
When is the best time to do a client review? As you may have noticed I’ve been writing less frequently than I have in the…
I’m getting ready for another exciting Berkshire Hathaway annual meeting this weekend in Omaha! It’s the first where I get to help my investing clients…
He lives. In saying this, the history of mankind was changed forever. How could so few words change the world? Jesus Christ lives. How does…
Are you positioned to provide your clients with the service they require as they move into the next phase of their lives? Are you prepared…
Do your sales efforts need a social selling makeover? Many of my newer clients swear by their social selling results. Many of my old line…
As we celebrate Dr. Martin Luther King’s life today and his message of peace, love, and healing, it reminds us all that one person can…
How do you build stronger partnerships with centers of influence? What does it take to build key partnerships with people who can help you build…
What does the future of sales look like? How do insurance organizations attract the best people to the sales profession? Our answer is to help…
How do you find more business, improve your speed to market, and create a network of raving fans? For financial advisors, it is critical to…
Happy Thanksgiving! Every year my list of what I’m grateful for gets longer and every year I become more thankful for the people who have…