This is the time of year when our thoughts turn to the people who matter most to us.
Besides our families, you our clients are the people who are most important to us. Without the trust you have placed in us, and the business you have place through us, we would not be as successful as we are.
Read MoreThe other day I saw photos of a street in California inundated with rocks and mud. One house was surrounded on 3 sides up to the roof by the mess. In looking at it closer I saw the house had not moved and the debris had gone around the house – except where it broke the windows and flowed inside.
Read MoreI recently have had 2 experiences with large corporations that show in graphic terms how they view their customers.
Read MoreThere are hundreds if not thousands of books written about this all espousing the secret to being a successful salesman. Some focus on gimmicks while others focus on language and some on technique. While undoubtedly all these work to varying degrees of success my experience is successful advisors in our profession use a different technique.
Read MoreThursday is Thanksgiving and many of us will be gathering with family and friends to celebrate. Many will over eat. Some will drink too much and others will get into a fight with someone in the family. Some will watch football and others will plan their attack for “Black Friday.”
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