Monthly Archives: May 2023

Give More Than You Take… and Watch Your Business Grow

Our moms taught us to give before we get.  Ends up, that’s great advice for your business as well.  So, the question is how much should we give before expecting reciprocation?  Obviously, that varies from person to person.  Many advisors … Continue reading

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How to Make Clients Love You and Bring in New Clients at the Same Time!

Summer is almost upon us.  Are you ready to capitalize on it and bring in more business… while having a great time? Every summer I hosted a client/prospect BBQ, and I always made way more money back than the cost … Continue reading

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How Do You Get a Do-It-Yourselfer to Move Their Money?

Like it or not… more and more people are deciding to handle their own money.  However, they are still OK with seeking what they see as free advice whenever they can.  They will come to your seminar… respond to your … Continue reading

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