I’ve been inspired to write this today by my daughter, Madeline. I just posted it to Facebook. While there are people who don’t want to know about all your trials and tribulations, Madeline told me, there are also people who would feel badly if you excluded them from the important things in your life—good or…
Image credit: Pixabay Leading and managing have become so synonymous with each other in our language that an employee might refer to his boss as either. But the two terms are not interchangeable. RetailerNow offers succinct definitions for leaders and managers: leading serves as the heart, they propose, while managing acts as the brains.
This month, I began working with the advisors at a national financial institution under an exclusive agreement which limits my ability to take on new financial advisor clients. I will be finishing up my work with current advisor clients and will not be taking on new advisors. I will continue to work with CEOs and professionals in
Let’s talk movies. My father loved the “lone hero” characters played by Gary Cooper, who faced off with all of the bad guys virtually solo in the 1952 movie High Noon. To my dad, Cooper represented the idea that action heroes had to find their way by themselves. Dad believed that strong, successful people don’t
It may seem contrary to Sandy’s best advice, but “Challengers” actually get higher marks than “Relationship Builders” when it comes to making sales. Sandy explains why, and how being a Challenger when it comes to making recommendations is actually the best way to serve your clients. Watch the video, and contact Sandy if you want
“I found a new way to talk with clients about referring me,” Ryan, a financial advisor, once told me excitedly on the phone. “I use a diagram! I’ll show it to you.” Ryan emailed me a little while later with this: Of course, I was interested, and I called him back right away to have
