The more checkmarks I make, the more ‘work’ I’m doing.
Ever thought this way? Ever been the one at the end of the day/week/year scratching your...
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The more checkmarks I make, the more ‘work’ I’m doing.
Ever thought this way? Ever been the one at the end of the day/week/year scratching your...
Read more
Every year we establish a theme. It keeps us focused. Not only do we use the theme to concentrate our internal efforts, we also use it as a guide...
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For 2018, we introduced our theme of Finding a New Normal. We chose that theme because we felt the industry was finally reaching a significant...
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New Year’s is fast approaching and you know what that means? Well, it means a couple things.
First, there is the very real possibility you are...
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Recently, I read an article about an executive who had every day planned out to an absolute ‘T.’ She worked out, called her family, made a super...
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Title is a quote from Yogi Berra. 😀
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There are some basic sales tools you can and need to use to make your success more predictable, but you’re not using them. I know because I ask...
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There is a stark difference between a sales person pitching products to meet monthly goals and an advisor working with clients to help them create...
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Would you believe me if I told you next renewal season would be easier if you did two renewals for each client as opposed to one? Sounds crazy I...
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