You have no doubt read the articles listing the top reasons clients leave financial advisors. Those reasons include lack of communication, lack of understanding, and not making clients a priority, just to name a few. (more…)
Being thoughtful is a topic I have never written about. I hate to say it, but being thoughtful was never really a topic I incorporated into my training and coaching. Maybe I thought it was assumed, or maybe even too touchy feely. I was wrong. (more…)
Think about your ultimate goal in life? Do you dream of running a marathon? Hitting a specific sales goal? Writing a novel? Now think about what is stopping you from achieving those goals. Have you never run before? Are you afraid of rejection? Unable to get inspired? We all have limits that affect our ability to reach our goals. (more…)
Pick up the phone! It’s simple. At least the idea is simple for me. Always has been. Connecting with people via a live phone conversation has tons of benefits. My objective with this article is to hopefully convince you that talking to a human on the phone is vastly more effective than texts, emails and social media messaging. (more…)
