4 questions to start asking prospective clients now After reading the title of this blog, you might be thinking to yourself, “We don’t talk about emotions with clients!” And, if…
The New Year’s Eve ball drop in Times Square cued the singing of “Auld Lang Syne” and the start of a new year. “Should auld acquaintance be forgot, and never…
The new relief package has been signed into law, which means advisors will soon face questions from clients. Take advantage of this opportunity to proactively help them understand what this…
You want to. You need to. But you can’t. For some reason, you can’t make the change in your business that you know you should make. Whether it’s a process…
The votes have been cast and now it’s a waiting game. Our country now faces days of a counting, recounting, accusations, potential lawsuits and a runoff election or two. Only…
Sprinting to the end of 2020 is different from sprinting to the end of previous years. It seems messier – less predictable. Just look at the last eight months. No,…
In a perfect world, you could build a firm sustained by a steady stream of new clients – a majority of whom were referrals. A simple “ask and you shall receive”…
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