Results-Driven Solutions: Does Your Team Have What It Takes to Work?

Many of us are excited that the calendar pages are changing so that we can say goodbye to the winter blues and welcome in invigorating spring. Sarah has just delivered three impactful sessions for top producers: Beyond the Basics: Using Your Team to Better Serve Your Clients, Teaming: From Thought to Action, and Succession Planning: Take Action Now, No Matter Where You Are in Your Career. Krista just returned from the Million Dollar Consulting Convention where she gained great insight from the best of the best professional consultants. She will apply this insight to her work with leaders and top producers and share it with you in upcoming newsletters. What professional development programs are you attending to expand your craft and leadership abilities? Continue reading

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Results-Driven Solutions: Is Your Client Experience a Roadblock to Your Success?

As a Financial Professional reading this newsletter, take some time to reflect on your business. Do you make it effortless for your clients to do business with you? Do you really deliver on an ultimate client experience? Are you and your team equipped to solve service issues if they occur? If you aren’t addressing these questions, then you are purposefully ignoring a key aspect of your brand. Continue reading

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Results-Driven Solutions: Developing Efficiency and Effectiveness in Your Business

Happy 2015! For our first newsletter of the year, we offer you insight on Developing Efficiency and Effectiveness in Your Business so that you can maximize your performance. Continue reading

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