Videos
Sales Training
Sales Process Theme
There is a theme that runs through all the great advisor’s sales processes… It’s what they do to start every meeting. Check out the video to see.
Read MoreControl Your Associations
A Bored Advisor is a Destructive Advisor
Staying Ahead as a Financial Advisor: Embracing Innovation and Continuous Learning!
Reflecting on a Record Breaking Year!
The Compound Effect
Don’t fight the Mini van! (I mean season)
Year End Planning? Make sure you are doing the WOO!
Shapes of Stories
“Somebody gets into trouble, then gets out of it again. People love that story. They never get tired of it.” This was a line from Kurt Vonnegut from an important video I want you to watch this week. Check out the first quick hit and let’s make our stories more engaging!
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