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Begin the Year with a 20-Year Perspective: The Power of Taking Action Today
As the new year begins, reflecting on the past and considering the future is natural. Mark Twain's timeless wisdom—"Twenty years from now, you will be more disappointed...
3 More Creative Ways for Financial Advisors to Find New Clients
Developing deeper relationships with your clients and empowering them to share your value with their networks is a compelling way to expand your practice. Referrals are...
The Paradox of Choice: Why Too Much Opportunity Can Derail Your Year
As we approach the new year, let’s confront an uncomfortable truth: too much opportunity is sometimes more dangerous than too little. In his game-changing book The...
Making Your Mission Statement Mean Something Powerful
Most business leaders fall into one of two camps. They either have a long-winded, flowery-language, say-nothing Mission Statement, or they don’t have one at all. Some...
Ten Crucial Conversations for Year-End Client Reviews: Strengthen Client Relationships, Showcase Your Value, and Build Momentum for the Year Ahead
The clock is ticking, and the year's final chapter is here—a high-stakes season where you can turn a good year into an unforgettable one. It's not just about crunching...