Monthly Archives: February 2023

This IS the Best Way to Bring on Clients… and it costs virtually nothing

What if you could duplicate your best clients by the dozen? We all know referrals are the best way to bring on new clients. But we’ve all tried to bring in referrals, and they trickle in at best. So, what … Continue reading

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The Deadly, “Let Us Think It Over”

Why is this so deadly? Because people have too much to think about! Their jobs, families, finances, football team, hobbies, kid’s schedules, etc. The list goes on and on. So, what do we do when we have too much to … Continue reading

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Getting a One-Legger to Bring in Their Spouse

We’ve all been there… A prospect arrives in our office without their spouse. They claim they are the decision-maker, and what they say goes. So, we believe them. We spend hours helping them improve their financial situation. Yay!  We have … Continue reading

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