When it comes to big presentations, less is more—more personal, more authentic, more trustworthy, more real and more solution-based on what’s truly important to the prospect.
Semiannual 'check-in' sessions can only serve to strengthen your team, firm and relationships with clients.
The journey from prospect to client requires building a lasting relationship.
Stephen and Kevin provide an update on the art of the personal introduction.
You’re looking to create a sense of community linked to your service offering.
Inspire Growth's Shauna Mace details how she helps advisors achieve real growth without coming across as "too salesy."
Planswell is offering a take on executive coaching, which it's calling Plancraft. The recipe may be familiar to XY Planning Network members.
