Month: June 2023

In his book, Atomic Habits, James Clear writes, “Your outcomes are a lagging measure of your habits. Your net worth is a lagging measure of your financial habits. Your weight is a lagging measure of your…

TRUE OR FALSE? My satisfied clients will provide me with introductions to all the Right-Fit Clients™ can handle.             FALSE – Ongoing research conducted by Julie Littlechild (Absolute Engagement) has demonstrated that satisfied clients are…

Do you and your team know all the value you can bring to your client’s lives? Do your clients know all the value you bring or can bring to their lives? Consider these two thoughts: What Financial Advisors Do…

Everyone is talking about “The Big Transfer of Wealth” that has already started. What does this mean for your business? Is there a benefit to you to use the referral process to reach these younger clients? The…