I was talking to one of my Financial Advisor clients the other day. He told me about having a new client from South America. The Advisor had got a call from this fellow, and knew that he would only be in town for one day. They got together, and instead of allowing his procedure for […]

I was talking to one of my Financial Advisor clients the other day. He told me about having a new client from South America. The Advisor had got a call from this fellow, and knew that he would only be in town for one day. They got together, and instead of allowing his procedure for […]

We all want what is perceived as exclusive, a weekend at a luxury resort, a reservation at French Laundry, an appointment with a sought after professional… As an entrepreneur, you can create that same buzz by adjusting your style of doing business. Are you available to your clients at all times, and willing to accept […]