Jan 1, 2022
With the new year beginning, we hope you are as excited about the future of your business and what you hope to accomplish. With 2022 arriving, we’re always looking for ways to improve ourselves and our bottom lines, and that’s why we choose today’s topic.
Financial advisors are often wondering whether or not...
Dec 1, 2021
We’re going to get a little political today but not in the way you would think.
You might expect a show with criticism about judgment, but that’s not what this episode is about.
The truth is the new administration in Washington D.C. has given financial advisors a lot of great opportunities to grow their business,...
Nov 1, 2021
What can a financial advisor learn from their doctor? Well, the way we interact with our clients should resemble the way a doctor treats their patients. We are the professionals and we have to be able to communicate to our clients what is best for them, as a doctor would do for your health. On today's show, we will...
Oct 1, 2021
You’ve probably heard many times that authors have credibility. Even if the books aren’t well-written, just becoming published establishes them as an expert on their subject matter. It’s just a fact of life.
And there’s never a better way to establish a relationship with a prospect than with your own book. As...
Sep 1, 2021
It’s that time of the year when vendors hold their annual meetings, evaluate the upcoming year, and set new sales goals. The mission, as they’ll explain, is to ramp up sales and increase the revenue you’re bringing into the business.
But does that actually benefit you?
While these meetings might be great for...