Benefits to a COI partnership – #3: Differentiate Yourself In this blog I will discuss the third reason you want to establish COI relationships. By engaging your client’s CPAs Read More » September 30, 2020 No Comments
Benefits to a COI partnership – #2: Raise Your Credibility I recently conducted a survey to find out how you are “weathering the storm” of COVID-19. Questions were posed to Read More » September 2, 2020 No Comments
Benefits to a COI partnership – #1: Serve The Client Well In this series of blogs, I’m going to discuss 4 main benefits from having partnerships with CPAs and attorneys. You Read More » July 24, 2020 No Comments
Personal vs. Professional Trust Many financial advisors, planners, and agents that I’ve spoken to over the years seem to want the “magic bullet” or Read More » June 24, 2020 2 Comments
Retaining clients There is no doubt that the events of the last several weeks have changed our country and the world forever. Read More » April 19, 2020 No Comments
Let Faith Dominate your Fear I am writing this article to encourage you. You have set goals for this year, put a plan in place Read More » March 16, 2020 No Comments
The 4 steps to COI referrals Many financial advisors would agree that establishing Partnerships with CPAs and attorneys is one of the best ways to grow Read More » February 12, 2020 No Comments
The Most Important Quality in Business While spending quality time with our families at the beach, I got a chance to learn from my longtime friend, Read More » September 12, 2019 No Comments
What should I do with my money? I had a chance to catch up with my roommate from college the other day. Jamal is one of the Read More » September 26, 2018 No Comments