Financial Services, Speaker and Coach

The Robo’s Are Coming! The Robo’s Are Coming!

Ask yourself one simple question: Why are my services better than a Robo Advisor? Fidelity is launching a system designed for first-time investors between ages 25 and 45 in mind that recommends investments based upon the investor answering SIX QUESTIONS for less than 40 basis points. Vanguard’s platform is targeted to the advisor sweet-spot of […]

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Perspective

This morning I thought I saw some movement in the room in which I was sitting. As it turns out, it was a reflection from outside on a granite countertop. I was fasinated by how moving my head ever so slightly made the image I saw change dramatically! Sometimes we need to look at something […]

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Why I Don’t Link/Connect/Friend Everyone

In today’s world relationships and connections become challenging. We are all so busy. We find it difficult to pick up the phone or meet people for coffee or lunch. In the past we wrote to people…on PAPER. Then in 1993 an idea became reality, and it changed our world forever: Email! Electronic Mail made it […]

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Should You Have Small Goals?

Should You Have Small Goals?

Small Goals? Really? On a flight yesterday to a speaking engagement in Florida, I picked up the Delta Sky Magazine. In an article on style and fashion, I read an interview with Heidi Klum…and received some fantastic business advice! You may be saying, “Wait…I thought she was just a fashion model.” She is a model […]

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Is Your Practice Suffering Through A Drought?

Is Your Practice Suffering Through A Drought?

Death Valley is the hottest and driest place in America. From May to October the average daily high temperature is 106℉ The average annual precipitation in Death Valley is 2.36 inches. Almost nothing will grow there…or so we have been led to believe. During the winter 2004/2005 Death Valley received a record rainfall; as of […]

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Do You Have An “I Love Me” Wall?

Walked into a new sales coaching client’s office today, and you would have thought it was a shrine to her greatness. She had award plaques that boomed out to the world how wonderful she is. Several of these awards were for: “Sales Leader Of The Year” “Top Producer” “#1 Regional Production Leader” “$3 Million Club” […]

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Get Out The Fine China! A Client Is Coming!

Do you ever have clients in for breakfast, lunch, or dinner meetings? When clients arrive, does your team offer coffee or other beverages, along with a snack? In the case of evening appointments, do you also occasionally offer  a glass of wine or other adult beverage? If the answer to any of these questions is […]

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The Aftermath Of The Boston Marathon Bombing

One week ago American History changed forever. In a terrorist attack by enemies of our Republic, three lives were lost. Later in the week, two first responders would die as well. We have seen their faces and heard some of their stories. We grieve for those people and their family and friends. In addition, around 200 other people were injured in the explosions on Boylston Street. We saw some of their faces and heard some of their names. I want to show you a face and give you a name. And I want you to know a little of her story.

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