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Month: August 2021

Guest Article from Gordon Stein – Author of the Cashflow Cookbook I recently connected with personal finance speaker, author and blogger, Gordon Stein. Gordon is a treasure chest of innovative ideas on how your clients…


Don’t let the simplicity of this week’s blog fool you. Each one of the checklist items below is an important step in your effort to be appropriately proactive for referrals and introductions. You really don’t…


Research tells us that satisfied clients tend to be loyal clients. In one study conducted by Julie Littlechild out of Toronto, Canada, “satisfied” clients had a high loyalty rating. That’s good. You want to retain…


Referral Coach