What's New

Marian Woodard guides you through a marvelous exercise to start off with a stellar new year!

New in the Rookie Mentor Blog: Kirsten discusses a 3rd lesson learned from the presidential campaigns.

Don’t miss this piece by sales expert Shawn Greene on how to touch clients and centers of influence, in a sincere and personal way, during the holiday season.

In The Sassy Ladies’ latest discussion, learn how Zen practice can transform your work and your life.

We’re pleased to announce our new Discussion Leader: Estate Planner, Karen Brady! Join in her first discussion on client goals vs. a numbers game.

Dr. Stacey Radin discusses managing the economic rollercoaster. Take the resiliency quiz, and learn the 10 important steps to building more resiliency.

Sales expert Shawn Greene discusses the concept of prospects who stall and launches a discussion on what to do.

Stephen Covey coach, Jennifer Yount, teaches the 13 behaviors that are essential to building trust. This is an extraordinarily important tool for Financial Advisors and can make a huge impact on business.

Using the first two lessons from “6 Important Prospecting Lessons Learned From the Presidential Campaigns” as a starting point, Kirsten discusses the critically important idea of face to face communication and just getting in front of people to make a connection.

Kathleen Kingsbury introduces us to the “wise mind”, the balance between the rantional mind and the emotional mind. Helping your clients understand this concept, and getting them into this wise mind state will set the stage for better converstation and stronger financial decisions.