08
MarWhen you successfully manage your time, you get to live your ideal life. In business operations, there are two major time-management problems business owners encounter. Working 9 to 5 First: Deciding their workday is from 9 a.m. to 5 p.m., then spending their day with a variety of time-wasting activities. Many important activities should be accomplished during […]
03
MarRecommendations to My Financial Advisor Coaching Clients You Can Use I want to share with you a few of the recommendations I have made to my coaching clients. They likely apply equally well to your situation. Use a 3rd Party Companies When You Can Many of you use too many methods to chase pennies and ignore dollars.[…]
25
FebAllow me to share an email I received from one of the business owners I know because it provides several illuminating lessons for financial advisors: “I did two sales today that went well; and one Saturday that went to hell. The wife was infuriated with our agreements and wished to terminate. She did some research about your[…]
