No more Mr. Nice Guy

It’s true, financial advisors are sweethearts. You got into this business because you sincerely want to help folks succeed financially, meet their goals and live their dreams. This is a great quality in a financial advisor! However, it’s not always such a...

Build it and thev will come…

I know, I know.. .that phrase is used over and over again but it fits perfectly with what I want to talk about. My clients, for the most part, are experiencing solid growth right now. Their phones are ringing, they are getting referrals and they are enjoying what they...

Privacy please…

Just a quick reminder to everyone that talking on your cell phones about client business can lead to a violation of privacy.For instance, my neighbor who also works from home just had a very angry conversation in his front yard on his cell phone while...

Get Over It

Qualified prospects…they’re out there in numbers greater than we’ve ever seen! But one thing has not changed…no matter how hard you wish it, they will not come flying in your window and land in your lap. You still have to do the work.Now, when...