Browsing Tag

intro machine

Now

Now is the time. Now is the time to turn uncertainty into opportunity. If you are afraid, your clients are 10 times more so. Reach out, be the voice of reason to them in uncertain times. That is what they want, what they need.

Thanksgiving

For all our Canadian friends, Happy Thanksgiving. For EVERYONE, take a page from our Northern friends: Be polite.Be grateful. I say please and thank you and sir and ma'am because that was how I was raised and reinforced through

How To Get Passive Introductions

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

Process

“Anybody who is highly successful at what they do has a process” one of my closest friends told my son this weekend while he was working on his Engineering Merit Bade for Boy Scouts. And this guy is a GREAT engineer, the best I’ve

Money In Motion: Family

Money in Motion is the opportunity for you to help others, because they are psychologically primed to seek guidance and take action. One of the most stressful events in someone's life is having a kid, and as such is one of the