Monthly Archives: June 2015

5 Points to Success… How many are you doing?

I mentor around 10 advisors a day and I find one of the biggest hurdles they have to overcome is recognizing the difference between… ACTIVITY    vs.    PRODUCTIVITY Most of the advisors I talk to are hardworking and really put a … Continue reading

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Little things can close the deal!

Listen to this 7-minute tape where an advisor talks about landing a large case – just by covering a couple of tiny things that most advisors miss.  Funny thing is… the people moved the entire $600,000 without even knowing what … Continue reading

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Awesome Summer Activity!

This is a great way to get in front of people this summer!  Watch this Coaching Call walking you through… A fun and effective way to bring in new clients during summer How to collect 50 phenomenal testimonials in 2 … Continue reading

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