Get Ahead Of The Curve
Playing catch-up can be a challenge. Follow your business plan but get ahead of your planned activities so you can get ahead of your goals.
Read MoreSo What Do I Do NOW?
It’s the most wonderful time of the year…BUSINESS PLANNING. Advisors across the hemisphere are planning for 2013. However, we tend to forget Business Plans contain four critical elements…
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The Window To The Sale™
Advisory practices which involve knee-to-knee recommendations and implementation account for only a portion of business we transact. Buyer initiated transactions, phone sales, catalogs, and online sales happen in the absence of face-to-face interaction. So what is the Window To The Sale?
Read MoreChoosing To Be Professional
A couple weeks ago I grabbed my iPhone and took a picture. It was from a segment on ESPN on the National Football League (NFL). The two people on the right played professional football. The gentleman in the middle is Mark Schlereth, but his friends call him “Stink.” During his playing career, Schlereth endured 29 […]
Read MoreAnnual Review Or Annual Celebration?
When a business is run properly, Annual Reviews become Annual Celebrations! Successful results and proper activity and response to circumstances should be acknowledged, rewarded, and celebrated. Then, and only then can we begin the process of Annual Business Planning (ABP) in earnest!
Read MoreBe Thankful! Five Reasons Why Americans Should Celebrate
Thanksgiving 2012 finds many Americans out of hope, out of work. out of money, and out of dreams. We face many daunting challenges as individuals and as a nation. Why should we be thankful with the looming specter of a Fiscal Cliff, a National Debt increasing without adding infrastructure, free enterprise being attacked as the problem, and not the solution, and a sense of resignation that hard times are the new normal?
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