coaching

Consultative Sales: The Anti-“Bud Fox” Method

Consultative Sales: The Anti-“Bud Fox” Method

Bringing in new clients into an advisory practice is the lifeblood of any business, yet there are still sour thoughts from some professionals on the old-fashioned way of cold calling prospects. In this article we discuss the new methods for growing a wealth management practice, by serving as a true consultant to those who can benefit.

Tools to Make You Feel Good and Productive Every Day!

Tools to Make You Feel Good and Productive Every Day!

How can you increase your productivity at work and in your business every day? Have a daily feel-good list. Our well-being coach Sarah Hodges explain how to convert every day into a thriving and balanced experience at work and at home.

How the Ostrich Effect Applies to Getting New Clients

How the Ostrich Effect Applies to Getting New Clients

The Ostrich Effect is a social science theory that helps us understand what information people are interested in receiving, and what content they will avoid. Learn how using this theory can help you find new clients.