Monthly Archives: July 2020

Referrals don't have to be 'on accident' and/or a passive strategy for growth: Referrals Are About Farming And Hunting! 

“If it is not an easy yes, then it is an easy no.”— Brad Gerstner Good Sunday To You, Essentialism. Another term for it is: Non-negotiable. The inspiration for this topic has been several coaching…

Core Reading For A Values Based Mindset The following is an evolving list of books that we recommend all of our clients read at least once...and several at least once…

Appointments. That is what you want and that is what you desperately need to have a system that you trust to consistently provide if you are a #financialadvisor. This focus…