Most of the most successful advisors I’ve met over the past 25 years make it a point to understand the mindset of their clients and prospects before they ever talk about investments. They know it’s important to understand what experiences they have had in the past, any fears they have about investing and what their […]
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Personal Biographies Will Set You Apart
When I hired a business coach in 1997, I embraced every suggestion he had and over the next three years watched my business grow faster than I ever could have imagined. That was great but what was even better was that the lessons he taught me showed me how to make more money, have more […]