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A Great Business Tip from Online Dating

A Great Business Tip from Online Dating

24 Nov 2020
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I asked my 23-year-old son what he wanted for his birthday. He said, “A girlfriend.” I witnessed the struggles he faced as he tried to figure out HOW to meet and connect with people in this […] Read More
What Do You DO When You Hear NO?

What Do You DO When You Hear NO?

17 Nov 2020
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If you’re like most people, hearing NO can take the wind out of your sails.  ​Responding emotionally to NO’s can take the wind out of your SALES. Consider this: lions catch their prey in only […] Read More
A Fun and Easy November Marketing Campaign

A Fun and Easy November Marketing Campaign

10 Nov 2020
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Yesterday I attended yet another Zoom funeral service for a much-loved man. Leonard left an impressive legacy. Friends described themselves as adopted members of Leonard’s family. He was kind. He expressed a true curiosity about what was […] Read More
Being Seen, Heard and COunted

Being Seen, Heard and COunted

3 Nov 2020
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My 70-something year old neighbor Jan was up before dawn today, and will not return home until long after sunset.  She volunteered to be a local polling place judge. Jan balanced her own personal risk of […] Read More
Are You Making the #1 Mistake?

Are You Making the #1 Mistake?

27 Oct 2020
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Brenda was a highly successful financial advisor when she decided to avail herself of obvious new business opportunities. A new hospital was being built about 10 miles away. She observed there were many medical and dental offices within walking […] Read More
A Story of Hope

A Story of Hope

21 Oct 2020
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This week end I saw a movie Clouds that sent tentacles into the core of my being. This is the story of Zach Sobiech. Zach was diagnosed with a rare childhood cancer called an osteosarcoma […] Read More
What If You HeaR, “I Work for Hugs?”

What If You HeaR, “I Work for Hugs?”

13 Oct 2020
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The incoming president of the American College of Surgeons started his keynote address with the words, “I work for hugs.” These four words help explain why so many financial advisors have difficulty engaging doctor prospects. How […] Read More
Webinar: With What DOctors SHould You Work?

Webinar: With What DOctors SHould You Work?

5 Oct 2020
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Would you like to work with more doctor clients? Through my decade of experience helping financial advisors accelerate their growth in the medical market, I can tell you that the most successful advisors do not […] Read More
How do You Beat Your COmpetition?

How do You Beat Your COmpetition?

22 Sep 2020
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I was speaking with a frustrated financial advisor who asked, “How can I possibly compete with the national firms who run TV and radio ads? i’m just a small boutique firm.” I told him that I liked […] Read More