Posts By: Cindy Beuoy

Confidence Starts With Stepping Outside Of Your Comfort Zone

“In the end, we only regret the chances we didn’t take, the relationships we were afraid to have, and the decisions we waited too long to make.”  Anonymous Let’s face it, we all want to be comfortable in life. At times factors such as managing change, reaching new levels of performance, establishing stretch goals can… Read more »

Getting Referrals from Centers Of Influence

It almost goes without saying…Centers of Influence (COIs) who send you a steady flow of high quality referrals are invaluable. Whether they’re other professionals, networkers, or just folks who want to help you succeed, they can introduce you to the “right type” of clients. Yet most advisors report COI relationships that are inconsistent at best…. Read more »

The Butler Way

By now anyone interested in college basketball has heard the story of Brad Stevens, 37, the Butler University coach (Now the Boston Celtics coach), who became the third youngest head coach in the NCAA Division 1 history to have a 30-win season and the youngest coach to make the Final Four two years in a… Read more »

Asking for an Introduction

Do you hesitate to ask your clients for introductions?  Having an exit line will give you the confidence to ask for that introduction. You are having a great meeting with a client and they say to you, “Rob, I love what you are doing for me and my family. You do a great job.” This… Read more »