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It’s often easy to make New Year’s resolutions, but much harder to keep them once the ball drops. As January approaches, many advisors are thinking about what they want to accomplish in the New Year...
Small talk is something we all do. We do it to be polite and connect with others. It get’s the conversation going and helps both parties feel at ease before diving into business. Some of us dread it. Some of us thrive on it...
Affluent investor research cites that cold calling, direct mail, and public seminars have minimal to no impact with today’s affluent. They don’t work. Whereas 83% of today’s affluent tell us that they met their...
All of us operate from the same relationship hierarchy both personally and professionally. That hierarchy is illustrated below:
What is the difference between each of the levels in the relationship pyramid above? I believe there are three ...