How to crush the last quarter

Posted on 16. Sep, 2016 by in Uncategorized

As summer comes to an end, anxiety levels for some service-based professionals start to rise. Racing minds begin asking: “Will I make my year-end goals? How do I get there and what can I do immediately to make an impact?” If you’ve already met or exceeded your year-end goals, congratulations! This article is still applicable […]

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What A Dying Friend Taught Me About Building Relationships

Posted on 20. Jun, 2016 by in Uncategorized

Let’s face it.  We’re in the business of building relationships first.  People buy from people who they like and trust. A few weeks ago, I lost a very special and dear friend to cancer.   Joanne was a very welcoming, charismatic, resilient and extremely positive person.  And, she was a master at building relationships.   […]

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How to Follow-Up

Posted on 13. Feb, 2014 by in Uncategorized

I met a financial advisor for coffee the other day and listened to him discuss his challenges around following-up with prospective clients. He couldn’t seem to understand why most of his follow-up attempts were unsuccessful.  After listening intently to his concerns, this is what I offered as advice: Trust In today’s environment, advisors need to increasingly […]

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