Finding a way to appropriately discuss a prospect’s finances
When we go into an appointment, we say, “The quality of my advice depends on the quality of the information you give me. If I’m going to do a global...
When we go into an appointment, we say, “The quality of my advice depends on the quality of the information you give me. If I’m going to do a global...
If you are a plumber, a financial plumber, and you are going on a job, you don’t arrive with a single monkey wrench expecting to fix everything with it. You...
My client was a business owner in his 80s with four children. After he died and we were going through probate, the attorney took me by surprise when he said...
Do you know where your next client is coming from? Do you need more ideas or more prospects? Would you like more time, more money, more fun? If the answer...