Monthly Archives: February 2014

We all want more High Net Worth clients, but do you have a system to get them?  Follow this plan and by the end of the year you will see a significant bump to the net worth of your new … Continue reading →

We’ve all heard the phrase… “a picture paints a thousand words”… but do we use it in our business? I’ve talked to two different advisors that have a different take on the same concept.  Both are “safe money experts” and … Continue reading →

Are you are sick of Do-it-Yourselfers taking your information and then refusing to move their money to you?  If so, watch this 50-minute video that walks you through exactly what to do to get Do-it-Yourselfers to give you at least … Continue reading →