Tag Archives: financial adviser

5 Reasons You Don’t Get More Referrals

Of course, I don’t know for sure if these explanations apply to you. I mean, I’m not there! Really, how would I even know? I’m not looking over your shoulder when you’re on the phone. Or attending events. Or speaking with clients, centers of influence, and other colleagues. Or when you’re not! But I’ll tell […]

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8 “Knock Out” Branding Ideas

It’s Thursday morning and I’m in my seventh airport this week. Only two more to go! Airports, that is. This either means I’m traveling too much or I need a new travel agent. Anyway, as I sip my coffee and look around the gate, I suddenly realize I’m relaxed. (Something I’m not used to.) I’m […]

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