Happy Holidays!

I have no e-letter for you today, just a link to a wonderful, moving video about customer service and imagination. Enjoy your holiday and get ready for an incredible New Year.

It’s only 3 minutes long and I promise you it will be worth your while.

Here’s the link:

Customer Service Video

Please feel free to pass this along to anyone you know.

I look forward to being of service to you in the New Year and hope yours is happy, healthy and successful!

In the meantime, keep
REACHING…

Sandy

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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16 Disciplines for Financial and Insurance Professionals

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.

The knowledge here is not mine; it’s based on my observations of prospecting and selling by top producers and advisors. These certainly aren’t the only disciplines, but if you practice all 16 I can almost guarantee your business will improve.

You have Successfully Subscribed!

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.

You have Successfully Subscribed!

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16 Disciplines for Financial and Insurance Professionals

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.

The knowledge here is not mine; it’s based on my observations of prospecting and selling by top producers and advisors. These certainly aren’t the only disciplines, but if you practice all 16 I can almost guarantee your business will improve.

You have Successfully Subscribed!

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.

You have Successfully Subscribed!