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...
Now, It’s Your Call

Now, It’s Your Call

How did it get so late so soon? It’s night before afternoon. December is here before June. My goodness, how time has flewn. How did it get so late so soon? Dr. Seuss Where does the time go? A few weekends back, my wife and I attended the wedding of our good...
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...