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DecWith 37 years in business, I feel old! In my day-to-day conversations with business owners generating as little as $6,000 a month and as much as $1,000,000-plus per year, I’m continually reminded of both my arbitrary line to the target and the typically tumultuous line to the top for most successful business people. Success is never a […]
15
DecContinuing education doesn’t have to be formal to be effective. As people and as financial advisors, we should never stop learning. No matter how much you know, there’s always more to learn. How many non-fiction books have you read this year? Do you take notes when you read? Or re-read a book 2, 3, 5 or 10[…]
10
DecAs the covid-19 pandemic continues, in person meetings are still discouraged. Without the ability to meet face to face, strategic client communication is more important than ever. Virtual meetings are the best way to interact right now, but they lack the warmth of in person meetings. This won’t be an issue for some, but high touch clients[…]
