Month: September 2019

    Have you noticed that most clients seem to “refer down” on the economic ladder? This isn’t an absolute, but generally so. So, how do you increase the odds getting “referred up?” How do…

I hate networking events! You may have seen me write this in past blog posts.   And while going to events is not the only way to build a network of contacts, it should be…

Through my coaching and prep-for-speech interviews, I get to see what many top performers do to attract and retain ideal (Right-Fit Clients™) clients.   And I’m not using the term top performer loosely. The advisors…