Ten Common Pitfalls for Newer Financial Advisors and How to Avoid Them
Having trained and coached over 20,000 three year and under Financial Advisors in the last 20 years, there are too many pitfalls to try to [...]
Make Five More Calls Before Five!!
My Sales manager told me early on that yesterday was a canceled check, tomorrow is a promissory note, but today is cash money, today is [...]
Most Sales People Resist Tracking Their Activity Here Are Ten Reasons Why You Should
I was always looking for ways to get and stay motivated so one day I decided to reverse engineer my prospecting numbers to determine exactly [...]
Ten Common Pitfalls for Newer Financial Advisors and How to Avoid Them
Having trained and coached over 20,000 three year and under Financial Advisors in the last 20 years, there are too many pitfalls to try to [...]