Have you caught up and congratulated the winners from our Sept. 10th Virtual Awards? Huge congrats on behalf of the 2020 Wealthies Circle. Check out our full winners list now!
Most successful professionals, regardless of their profession, use a coach. In Episode 41 of the Stephen and Kevin Show, the guys offer some valuable tips for getting the most out of these types of relationships...
Understanding human behavior, especially with the affluent, is critically important to high-level sales skills. By understanding some of the common psychological biases, you are able to better understand yourself, your clients, and your prospects...
Our research on affluent investors clearly shows that 75 percent are uncomfortable when you ask for referrals. Not to mention, it can come across as though you're begging for business. So, how do you increase referrals without asking? In...
Your clients, prospects and COIs all have birthdays, but are you making the most of them? They can be an excellent reason to touch-base and deepen relationships. In this episode we walk through a number of creative ways to leverage this annual...
What makes you different? It's a question asked of nearly all service professionals. In this episode, we help you answer this question by determining you and your teams true differentiatiors. We also show you a nifty website to figure out...
