Posts Categorized: Monthly Briefing Tips

A Client Contact Resource File can make your “Touch Base” Calls More Effective

The 12-4-2 client contact system includes eight “Touch Base” phone calls during the year. One of the questions we are frequently asked by the advisors we coach is, “What do you talk about?” Here is one valuable answer. In every city there is at least one newspaper that will have a financial section, a section… Read more »

Corporate Athlete: How Much Sleep Do I Need?

Find out how many hours of sleep you and your loved ones really need!  Refresh yourself on the basics behind sleep! Understanding sleep: By Melinda Smith, Lawrence Robinson, and Robert Segal It’s not just the number of hours in bed that is important—it’s the quality of those hours of sleep. If you’re giving yourself… Read more »