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Month: September 2023

Stop confusing your prospects and clients! That’s a strong statement, I know. When you use terms that your prospects and clients may not understand, you risk confusing them. Or even worse – offending them. And…


Are you serving individuals or are you serving families? There’s a huge difference! None of your clients’ financial lives exist in a vacuum. Your clients make decisions that impact others and vice versa. One top…


Referral Coach