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Month: September 2020

One of our biggest challenges in client acquisition is when a prospect is having trouble letting go of the relationship with their current financial professional. Of course, you strive to deliver great value and service…


On September 3 (2020), we conducted a survey of our subscribers, asking them to share their perspective about printed business cards. Were they dead?  Dying? Still a viable tool? As you might guess, the results…


Is this “virtual world” here to stay.  Yup!    Okay, maybe not as prevailing as it is now for most of us, but the convenience and efficiency of virtual meetings is too tempting to have them…


Referral Coach