To listen to Part Five CLICK HERE
Posts By: Cindy Beuoy
Seven Critical Conversations to Have with Your Clients: Part 3
You can purchase Stan Craig’s book here. To listen to Part Four Click Here
Seven Critical Conversations to Have with Your Clients: Part 2
To listen to Part Three CLICK HERE
Seven Critical Conversations to Have with Your Clients: Part 1
You can purchase this book here. To listen to Part Two Click here
Adding Value For Your Clients: An Investor’s Guide To Social Security
Do your clients need to know more about Social Security? There are 3 simple steps an advisor can follow to help their clients realize their maximum benefit: Know Your Benefit Understand Your Options Determine A Path To Maximize Your Benefit This pamphlet from Principal Financial Group will help you explain how to get the most… Read more »
Sharing Your Values With Your Team Results In Increased Growth
It is critical to your growth to communicate your values and expectations to your team members, whether you are a team of two or twenty. I was coaching an advisor a few months ago and he asked me to intervene between him and his administrative assistant. He was too afraid to talk to her himself and… Read more »