That’s it…you’ve had it. There just aren’t enough hours in the day to get everything done, especially the time-consuming but all-important task of setting appointments. It.. More
One of the biggest concerns for those hiring outside help is data integrity. If you are going to share important client data that could contain personally identifiable information, you need to be .. More
With the holidays quickly approaching, we are all looking forward to a little time off, winding down the year with family and friends. And, if you’ve hit the sweet spot, you’ve got a .. More
Your days go by quickly…you no sooner show up at your 8am breakfast than it’s suddenly 3pm and you’re racing back to your office to get some calls made. By the time you sit down.. More
Audits.
*Cue Beethoven’s 5th Symphony
The very word is enough to send shivers down the spine of even the most seasoned financial professional. No one likes the idea of a third party.. More
The best part of our job is hearing how we’ve turned a client’s calendar around or that we’ve out-performed a competitor.
Don has been wholesaling in his territory for 12 ye.. More
Have you ever heard the argument that trust and accountability are opposites? From the outside looking in, trust and accountability could very well contradict one another and be the downfall &ndas.. More
Dear Me,
It’s almost April of 2019 and I want to give you a big thank you for seeing the need to completely overhaul my contact database.
Before you began your journey into cleaning.. More
Congratulations! You’ve just hired a new team member to do your scheduling! Your productivity is about to go through the roof! She’ll arrive on Monday morning, ready to work and she&rs.. More
