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Monthly Archives: July 2020

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  3. July

Referrals Are About Farming And Hunting!

  • Post published:July 14, 2020
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Referrals don't have to be 'on accident' and/or a passive strategy for growth: Referrals Are About Farming And Hunting! 

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The Desperate Need For Essentialism In Small Business

  • Post published:July 12, 2020
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“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…

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Core Reading for A Values Based Mindset

  • Post published:July 5, 2020
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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…

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Getting More And Better Appointments for Financial Advisors

  • Post published:July 3, 2020
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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…

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