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Create Moments of Pride with your Financial Planning Clients
I'd like to be able to say that the inspirational seed for this idea was my own, but the truth is that it came from Kristi Sullivan with...
4 min read


The Most Important Thing You're NOT Getting from Hearsay
I know the title of this blog might make it seem like I don't like Hearsay - which is definitely not the case. It's a fantastic tool that...
2 min read


How to Train Yourself (and Your Clients) to Take Vacation Time
Arianna Huffington posted something on LinkedIn that I found painfully true: It reminded me of when my sister and brother-in-law took a...
3 min read


How to Get Your Clients to Trip Over the Truth
For the last few months, I've been participating in a mastermind group that I LOVE. If you've never been in one or you're currently in...
3 min read


An Email Marketing Analogy Financial Advisors Will Understand
I recently received an email from an advisor client who asked this question: It seems like our newsletter open rates have gone down...
3 min read


Colorado Home Realty's Recipe for Success: An Interview with Broker Samantha Dardano
I've known Samantha Dardano for years through a local networking group - and for most of that time she's been associated with the same...
2 min read
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