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2017-11-15

A major success factor in business is to know what questions to ask. At age 16, I was hired by a millionaire in my home town to interview residents to...

2017-11-07

Holiday marketing is a great strategy to deepen relationships with current clients and make new connections. While many advisors and consultants share...

2017-10-31

Attracting and retaining affluent females is critical to the future of your business. Today, I provide 6 steps to win affluent women and couples. 1....

2017-10-10

One of the most common questions that I receive is, “What is the secret to getting clients, while removing the less than ideal ones?” Getting clients...

2017-10-02

Learning how to get more business from ideal clients is critical to your results. While the importance of getting more business from ideal clients is...

2017-09-20

7 Strategies that Produce Results Financial advisor prospecting techniques include both cold and warm strategies. Cold strategies are costly, and are...

2017-09-08

A few years ago, a friend bought her daughter tickets to the Taylor Swift concert. The cost was $600.  The conversation that followed priceless. The insight...

2017-08-29

7 Strategies that Produce Results Financial advisor prospecting techniques include both cold and warm strategies. Cold strategies are costly, and are...

2017-08-23

Your client acquisition strategy is the lifeline of your business. In a survey we conducted with over 5,000 consultants, entrepreneurs, and financial...

2017-08-22

Reaching your potential requires that you remove mediocrity from your life. When the focus is on reaching your potential, you don’t get side tracked...