As we approach the 4th quarter, it seems that many businesses are starting to think about goals for the upcoming year. Many small businesses struggle with what their goals should be, how to create them, how to write them, and, most importantly, how to share the goals with employees in a meaningful way. When…
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It was 30 years ago today that I started my career in the financial services industry. I can distinctly remember walking into the home office of Mass Mutual to start my new job. I was dressed in a suit and ready to take on the world. If you had asked me at that time, I…
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Reminder – there is still time to register for the Lead Essentials Webinar for financial advisors. This will teach you how to become the sought-after financial advisor in your local market.
Facebook friends are interesting. I have friends on Facebook that I see in person on a regular basis and some that I haven’t seen in years. After my college reunion in May, I was able to add friends that I had lost touch with years ago. Every now and then, I receive a friend request…
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Last week I had a routine meeting with my attorney. We were reviewing some trademarking requirements for a marketing program that I developed. He asked what I was working on next and I mentioned a lead generation program that I currently have in development. We chatted about it for a few minutes and I asked…
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Have you ever met someone who just talks too much? It doesn’t matter if you are at work, a party, the grocery store, or relaxing in the backyard, there are people who just like to talk. I have nothing against talking (after all, I make a living speaking at conferences and discussing business with…
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For years, I have exhorted both coworkers and coaching clients on the value of their time. Time is a precious commodity and once time has passed there is no way to get it back. Making the best use of time is one of the hallmarks of successful people. It has always baffled me…
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Years ago, I had the privilege of working for a start-up company. The parent company was located in Europe and had decided to expand into the US marketplace. It was so exciting to be a part of creating new products, services, computer systems, operations, and procedures, not to mention recruiting amazing staff, to support this…
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For a long time, business owners have lived (and died) by the maxim, “The customer is always right”. Simply stated, that’s just not true. I know what you’re thinking, “Heresy! Burn the witch!” But before you go for your pitchforks and torches, hear me out. While I am a huge advocate for…
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