WHAT DO CLIENTS EXPECT?
HOW DO YOU MOTIVATE THEM?
IS IT OUR JOB TO EDUCATE THEM?
WHAT IS OUR FIDUCIARY RESPONSIBILITY?

Before his death in 2015, the famous publicist, Forrest Wallace (“Wally”) Cato interviewed me for an article he was writing that included an interview with Tom Hopkins and quotes from the Zig Ziglar, who had passed away a few years earlier. The following are excerpts from Cato’s interview: Wally: What do clients expect from a

WHAT DO CLIENTS EXPECT?
HOW DO YOU MOTIVATE THEM?
IS IT OUR JOB TO EDUCATE THEM?
WHAT IS OUR FIDUCIARY RESPONSIBILITY?
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I Hope You Dance!

If you’ve had some success but you’re still not where you want to be, your situation might be caused by one of these three roadblocks: 1. You don’t want it badly enough.  To achieve anything of great significance, you need to possess a burning desire to make it happen.  Now and then, a client will consult me

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Getting to the TOP

If you’ve qualified for membership in the Million Dollar Round Table and want to get to Court or Top of the Table, there are really only two ways to make that happen: 1. Significantly increase your number of sales 2. Significantly increase the size of your sales Either of these paths alone could get you

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16 Disciplines

I suppose it would have been more fun if I called them 16 “hot tubs” for advisors, or less intimidating if I called them “practices,” but after 17 years of working with and observing how the most successful advisors, it's clear that there are branches of knowledge involved. 

 

Practice these simple 16 disciplines daily and watch how quickly and easily your practice grows.

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