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Change
What is changing around you? Are you willing to change? You must change, or be left behind forever. Doubt it? Then watch this video. Click this link—> Did You Know?
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Square Pegs, Round Holes
One fault many financial advisors (and their management) have is that they believe others should be just like them. If that were the case, either they, or their team members would not be necessary....
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Annual Review Or Annual Celebration?
Traditional business planning calls for conducting annual reviews of results, processes and people. Unfortunately, these reviews often produce shock and surprise for those who own, manage, or work in...
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The Window To The Sale™
“The eyes are the window to the soul.” – English Proverb There’s no question peoples eyes (along with other facial expressions, body language and other non-verbal clues) reveal a great deal about what...
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So What Do I Do NOW?
It’s the most wonderful time of the year…BUSINESS PLANNING. Advisors across the hemisphere are planning for 2013. However, we tend to forget Business Plans contain four critical elements: The...
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The Process: Part II
Four short months ago I wrote a post called “The Process“. This post discussed The Alabama Crimson Tide football program coached and run by Nick Saban. Last night, execution of “The Process” resulted...
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