Blog

There are only three things that should be...

How We Changed Our First Meeting

In a first meeting with new clients,...

How To Make Client Review Meetings Valuable

An advisor recently shared with me how he...

These Simple Questions Made a Big Difference in the Second Meeting

Asking just a few clarifying questions can...

When Prospects Say, "I Need To Think About It"

Have you ever had a great meeting with a...

Three Business Growth Strategies for Business Owners

In this post, I’m going to share my top...