Financial Services, Speaker and Coach

What’s Your Stand?

At the end of a television advertisement for Allstate Insurance Company, the announcer says, “That’s Allstate’s Stand. Are you in good hands?” Let me ask you – what’s your stand? How do you position yourself and your services? If I asked your customers what you really do for them, what would they tell me? In […]

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Thank You’s

Last week I received a call from a headhunter who had called me about six months ago. At that time she was recruiting for a financial wholesale sales position available with one of her client firms. She was pleasant to speak with, and the first time we talked I provided her with a contact that […]

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Acknowledgments

Last week I sent in the last part of my first book to the publisher. The book is written as a basic text on the elements of success necessary to build a financial advisory business. By the way, the last section was tough – the acknowledgments. Frankly, I had viewed this as last minute work; […]

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Ski, Dine, Have Fun – And Grow Your Business

It is New Year’s week, and I am in Biwabik, Minnesota with five of my best friends. We are staying at Giant’s Ridge, a beautiful golf and ski resort in the northern part of the state. The drive up was spectacular – “Winter Wonderland” truly describes Minnesota. The camaraderie was fantastic. A great dinner, laughter, […]

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News Year’s Sales Resolutions

As 2007 draws to a close, New Year’s resolutions emerge from the unfulfilled promises of the year and the excesses of December. According to Marie Hartwell-Walker, Ed.D., in an article on Psych Central, the Internet’s largest and oldest independent mental health social network created and run by mental health professionals, ”most New Year’s resolutions are […]

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T’was The Morning of Christmas

Yesterday, along with millions of other families, we opened Christmas presents. My grandson Cameron, (aka Camper), was right in the middle of it all. Camper was that star of the show! He is a wonderful little boy. Bright, cute, loving, and while I am partial to him, all of that is the truth. As are […]

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