Monthly Archives: February 2012

Not seeing enough people?

This 20-minute video will fix that and fill your calendar in the next 45 days.

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What did Smart Money Magazine say about Financial Advisors?

The February 2012 issue of Smart Money Magazine did an article on the Financial Profession and its future. Here’s a glimpse of some of their findings: 250:1 — Ratio of baby boomers to financial advisors 55% — The pass rate … Continue reading

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Don’t spend Money on Marketing until you know this

Put your marketing on steroids by creating a killer 5Q. This guide will walk you through developing an “elevator speech” that you can use to generate more referrals in the next 6 months than you’ve had in your entire career. … Continue reading

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