Month: August 2024

The secret sauce that turns clients into advocates is the Business Friendship. Financial advisor Lester Matlock’s unique philosophy, combined with a distinctive twist of helping clients fulfill their bucket list items, has propelled his practice to enviable success….

Are you asking enough of the right questions? Asking questions and listening well, will… Below is a BIG LIST of questions for you to consider asking your prospects and clients. But probably NOT in one sitting! This is…

The trend is clear. More and more advisors are finding value in narrowing their focus to target a well-defined niche or target market. Here are the results of an unscientific LinkedIn poll I conducted recently… Benefits of Focusing…