Most advisors get into the financial services industry because they care about protecting their clients. And that protection includes protecting what your clients care about, or rather what they love. For some that might be assets, it might be a lifestyle they want to be able to maintain into retirement,...
As a business owner, do you give yourself permission to be yourself? Many business owners in the financial services industry are told their personalities are a great fit for the position. You may have taken a profile-based assessment such as a DiSC® assessment before becoming an owner. We even built...
It’s a New Year and in the financial services industry this is often when many agencies take a deep breath. The last two months of the year can be hectic with year-end pushes to meet goals, holidays, and time off. Each New Year is an opportunity to reset goals and have...
