Tag Archives | growth

Are Goals Limiting Your Growth?

It’s still January, which means we still have time to plan major breakthroughs for 2018.  For that reason, the theme of the blog has been on goals and there has been some lively debate as to whether traditional goal setting really works.  You heard from yours truly, along with Michael Kitces and Steve Sanduski on […]

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Are Your Prospects Slipping Through the Cracks?

Question. What percentage of prospects, who take the time to meet with you, become clients? I’m going to go out on a limb and guess that it’s high. And while ‘high’ is a good thing, the question masks a real problem. There’s a more important (and potentially uncomfortable) question I need to ask. What percentage […]

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