Technology helps financial advisors and other financial professionals grow their businesses and provide better client service by working more efficiently and effectively. The iPad(TM) from Apple helps advisors easily achieve these objectives. The iPad is portable but large enough to read easily (unlike many PDA’s.) Once again Apple hit the bulls-eye in creating a tool […]
Read More“National Sales Meeting Season” is upon us! Do you get the maximum benefit from national and regional sales meetings? Follow these five simple steps to get the most value from the time you invest attending sales conferences. Set Objectives. What do you need to grow your business this year? How can you deliver even better […]
Read MoreWhen we hear politicians talk about billions and trillions of dollars, do they REALLY understand the size of the numbers? Is it important for US to understand the concept of a billion or trillion dollars? Dan Patti, and RIA from Connecticut sent me a link to a website that is very interesting. CLICK HERE to […]
Read MoreThis morning I was listening to Twin Cities radio station KTIS and I heard a poem. titled “A Soldier’s Early Christmas Poem,” by Michael Marks. The poem speaks of the service and the sacrifice of American men and women. For me the poem applies to first responders as well; those who work in law enforcement, […]
Read MoreBusiness is all about relationships. My business coaching clients often struggle with relationship development. We get so busy with production we sometimes neglect deepening relationships with those involved in our businesses. Relationship development is simple, but not easy, but there is no need for financial advisors to over-complicate relationship development. A little focus goes a […]
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