client

“Good poetry lets the reader feel the poem. Great poetry lets the reader feel themselves.” JRRT. The same goes for good advisors (of all forms): good advisors can see the opportunity to sell their services, and make money…

1954, a book was published that changed the landscape. It pushed psychology into the mainstream, into conversations that happen from middle school through middle age and beyond. It draws from sociology, physiology, and philosophy…

Success should be the natural outcome of planning and execution. You should not be excited about hitting your goals if you developed the plan and did the work on a daily and weekly basis to achieve the production level you…

One of the more interesting things we have found over the decades is that all Reps love Passive Introductions, where the client tells you “By the way, you should call my friend So and So, they just inherited some money and want to talk to…

If you want more Introductions, raise your standards. Raise your standards of yourself, on what you do for your clients. Focus on creating more value for them. Listen more. Be more attentive to the details. Then you should get more…