Partner in Prosperity

Speaker, Author & Coach

Business Psychology & Productivity Coach

Latest Tips

  • Power of Branding

    I’ve been speaking to hundreds of advisors on branding and it’s a focus for those I coach.  Across the natio...

    March 20, 2017
  • 3 Referral Killers & 3 Easy Saves

    We all want clients and COI’s to refer, but first we have to make it easy for people to help. The folks described ...

    February 14, 2017
  • Wacky to Wise in 6 Steps

    For my friends who do not receive the Journal of Financial Planning, below is my June 2016 article: In modern society, m...

    December 2, 2016

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