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Becoming MORE Authentic is Critical

Owning the Perception of Your Value Requires Authenticity Please, for the love of all that is holy, stop publishing content that is supposed to make people believe you are what you want them to think you are… the perfect solution to their needs… Nobody is that perfect. You might not even know their needs. It’s time…

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Courage Conviction Communication

The more things change the more things change. We are living in unprecedented times. The rate of change at this time in human history has reached levels never before witnessed by anyone… at least anyone I know. How is it then that the financial advisor of today can keep up with the exponential change happening…

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The Frog in the Boiling Pot

To thrive in the digital age of transparency it is mission critical to become self-aware. By turning a blind eye to the issues threaten your business, you are adding undue risk to your clients’ portfolios while weakening the bonds that form the ties that bind your trusted relationships with staff, partners and spheres of influence. You…

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Thanksgiving Thoughts

There’s one born every minute… but fortunately for you, you are not one of those people… right? Advisors who were recruited into this industry as salesmen or sales persons have been caught between a rock and a hard place recently. You can’t come off as a cross selling sales-cowboy or your CEO will end up…

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Make it Tangible

Essential, inherent, intrinsic… refer to that which is in the natural composition of a thing. Essential suggests that which is in the very essence or constitution of a thing: Oxygen and hydrogen are essential in water. Inherent means inborn or fixed from the beginning as a permanent quality or constituent of a thing: properties inherent in iron. Intrinsic implies belonging…