Your “Roadmap to Freedom” for Financial Services Professionals

The Creation of this Program: This entire roadmap program took over 20 years to actually create, as the message of FREEDOM worked in me. A general industry observation for most Broker Dealers and Banks is that 90% of all Financial Advisors long to be INDEPENDENT (which is the fastest growing trend in our industry); and […]

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The Golf Ball

I need to carry WHAT in my pocket? “Yes”…”Friends knock and strangers ring door bells”, was the reply.   It was an odd bit of sales training, but I nodded in agreement and slipped the shiny golf ball in my pocket as I stared out the window, took a deep breath and gripped the steering

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