Monthly Archives: July 2020

They downsize… you upsize

One of the best ways to grow your business is to put yourself between a client and the transfer of money.  Here’s a great example of how to do that. Many empty nest baby-boomers are considering downsizing to a more … Continue reading

Posted in General | Tagged , , , , , , , , | 2 Comments

Sell Independence to Women Boomers

According to Barron’s, what percentage of women leave their advisor when their husband dies?  Over 70%.  That is important for two reasons… you don’t want your clients to leave you at their husband’s death… and it opens up a huge … Continue reading

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

People Remember People Who Make Them Smile

If on a date… the only thing you talk about is sex… what does the girl or guy know about you?  If the only thing you talk about with a client or prospect is money… what do they know about … Continue reading

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