It’s happening again! Today, we launched Part 2 in our End-to-End Excellence Series – Continuous Client Service – Lock in Loyalty and Build Your Business to those of you who registered [...]
Last week, I spoke at a Broker-Dealer conference. I really enjoy attending these meetings and, by all accounts, so do most advisors. These conferences have the potential for great networking [...]
Right now we have a breeding ground for strengthening current client relationships and developing new client relationships (rainmaking). But you need to take the time to understand the wants, needs, [...]
Your Morning Cup of Links: Goals-based Conversations, Making Social Media Profitable and iPads on the Rise
Hopefully you all had a great Memorial Day holiday!
If you were mentally checked out over the past week, I wanted to share with you a few articles that you may [...]