Grow your business by asking simple, emotional questions
Taking the time to learn about how your clients respond to their investment decisions will allow you to find more efficient ways to communicate.
The 3-step formula for building solid business relationships
When it comes to the financial industry, relationships are the foundation of your work.
How to successfully interview prospective clients
You have to be able to say “NO” to a prospective client who has a $10 million portfolio, as I have.
Make "simplicity" your focus
Follow these three easy steps to simplify your message for your busy clients.
Case design and support trump compensation
It's easy to focus on compensation when choosing a marketing partner, but coaching and support should carry greater weight.
What does the DOL rule mean for your future?
Could the IRS make an IRA rollover a taxable event if BICE contracts are incomplete?
Come join my HAPPY group of clients
Building Value: Two ground-breaking areas of study significantly altered this advisor's approach to effective client communication.
The biggest problem independent agents face
Sometimes the problems you can't see are more of a threat than the ones you can.
What is your narrow road?
The hardest challenges are sometimes the most worthwhile.
Great accomplishments require a great team
The success of what you do will come down to the people you choose to work with.