Boston: “I’ve set up my first meeting with a CPA,” started Jay during our new advisors training session. He excitedly continued, “How do you recommend I go about conducting this meeting? How do I differentiate myself...
Greensboro: “How can my goals be any more important to me than they already are,” moaned Arnold, during the Q & A of our FastTrack for Growth workshop, adding final emphasis with “If I don’t hit my new assets...
Los Angeles: “I’m excited about meeting with this new prospect tomorrow,” started John. He continued with, “I know there needs to be some rapport building before I jump into any business, do you have a list of...
Chicago: “I read over and over in your research that ‘personal introductions’ are the number one marketing activity for advisors,” started Jim after our presentation to a group of new advisors. He continued, “I...
Greensboro: “I start my day with exercise – every day. And I insist that other members of our group take time to stay in shape as well” voiced Sam during one of our Rainmaker Focus Group sessions. This was an...
Las Vegas: “I’ve listened to a few of your webinars on social prospecting,” started Shawn, a new advisor at a recent conference. “The concepts make sense and they are all solid ideas, my problem is that I’ve only been...
Minneapolis: "You'd be really proud of me. I've sourced 15 names since our last meeting", Don told us during a coaching session."It's like I'm seeing the world through a whole new lens.I'm uncovering connections in...
Detroit: “I’ve never been a natural networker” started Lisa as we wrapped up our webinar. “I read the Oechsli Institute's 2011 FA Report which stated that ‘strategic networking’ is one of the five high-impact...
Atlanta: “I wasn’t in the business during the last downturn, but I get your point about this being a big opportunity for me. What should I focus my efforts on right now?” Tony asked us at a recent workshop...
