Monthly Archives: August 2019

10 Mind Tricks that Help People Close Quicker

The mind is a crazy, often irrational, machine… but if you know how to use that irrationality, it can help you get the client to work with you much faster. Here are 10 Mind Leverage tools that you should be … Continue reading

Posted in General | Tagged , , , , , , , , | Leave a comment

Why Millionaires Switch Advisors… and how to get them to switch to you

This inexcusable mistake is the #1 reason given by high net worth clients for leaving their advisor… their advisor does not call them back promptly.  Are you kidding me?  Here are the top 4 reasons given as to why people, … Continue reading

Posted in General | Tagged , , , , , , , , | Leave a comment

6 Rules of an Effective Marketing Plan

If you are looking to capitalize on the last 5 months of the year… you must have a plan.  Watch this 47-minute video that will walk you through it step-by-step.  You may be surprised by some of the insights… Why … Continue reading

Posted in General | Tagged , , , , , , , , | Leave a comment