Sherry Cooper serves up lots of opinions with her sound recommendations
Document ensures you’re meeting expectations, opens lines of communication and paves the way for referrals
Book offers week-by-week process that touches on such issues as strategic analysis, targets and referrals
Terry Howard, a successful financial advisor, had reached a stage in his career at which a coach was not enough. What he needed in order to reach the next level in both his business and his life was a mentor. While discussing the matter with his coach, Terry learned that: > A coach trains you […]
They are not the same. A coach helps you develop specific skills, while a mentor focuses on life development
Chris Robinson had grown his home-based financial advisory business over the past 18 months. But there were signs he had outgrown his domestic location. He had learned that some new clients might find it unprofessional to meet with him in his family room, for example. Chris knew that developing his business further would require moving […]
A home-based practice can be economical, but for this advisor it was time to move up to a “real” office
Book details methods of creating and sustaining profitable relationships with other professionals
Joel decided that he could achieve a 60% increase in sales over the next 12 months. He had, after all, made an impressive 66% improvement over the previous year. What he hadn’t considered, however, was how he would increase his business. Through which product silos — stocks, managed accounts or insurance, for example — would […]
Families that nurture their human assets survive and prosper into the future