10 Vital Questions To Prepare For Your Client Reviews

10 Vital Questions To Prepare For Your Client Reviews

Every day, you have the opportunity to do something wonderful for your clients. Most successful advisors I know are always trying to find the extraordinary breakthrough that allows them to serve their clients better. Sometimes that breakthrough is simply the broad...
Discover Your Gratitude Impact With 2 Words

Discover Your Gratitude Impact With 2 Words

How one call can change it all! Today, I’d like to share one idea regarding gratitude that can have a meaningful impact on your business if practiced consistently. Set aside time each day to call three clients, just to say hi and check in and be fully present in...
How To Express Just The Right Amount Of Gratitude

How To Express Just The Right Amount Of Gratitude

Gratitude might be unexpected but it’s never not welcomed. We give our time, attention and resources to the people that matter most to us in life. When it comes to your business, your time, attention and resources must belong to the people that matter most, your...
How You Can Cultivate The Heart Of A Champion

How You Can Cultivate The Heart Of A Champion

Destiny is not a matter of chance, but a matter of choice. It is not a thing to be waited for. It is a thing to be achieved. -William Jennings Bryan Throughout the last Olympics, I really enjoyed the stories about the athletes. The sacrifices and choices they made in...