As this year comes to a close, most of us are thinking about how we will operate in the next year. This week, spend some time each day thinking about your area of expertise and your strengths. Have your pen and pad of paper ready to jot down these very important thoughts. Endeavor to become…

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Selling TEA, was a recent post, in which I revealed that my favorite beverage is hot tea. If one can become addicted to tea-I am! Coincidentally, my initials spell TEA. In that same post, I suggested that TEA could stand for Time, Expertise, and Advice. Now, let’s consider giving the gift of TEA. We are…

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The key to growth and success, the life-blood of your business, is adding new clients. An accurate and carefully crafted profile is the first step in a two-part marketing plan. As we stated last week,”What are you looking for?”¬†Your ideal Client Profile, which we introduced in last week’s post, answers that question and sets the…

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You want to grow your business, right? You are really good at what you do but know that you could be more successful and earn more money. . . . if only. If only what? What are you looking for? Assuming you are like most financial professionals, you don’t seem to get in front of…

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