Blog Posts

It’s Not Rude – It’s Necessary!

This week I had the opportunity to speak to a couple of groups of people from Coldwell Banker. After the talk, several of us got into a discussion regarding why we're inclined to listen too easily to everything that's going on around us and everyone saying it. Here's why we do that. As children we […]

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Avoid Frustrations – Set Expectations Clearly

A frustration I hear regularly from advisors, especially at this time of year when they’ve spent time reviewing last year’s performance and are trying to connect with the client for their review, is that they don’t get their calls returned. This can be even more frustrating when you’re dealing with time-sensative information, like portfolio ideas […]

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