26 December 2021

Uncover Your Biggest Dreams & Plan a Terrific Future

2022-08-07T16:11:52-04:00December 26th, 2021|Events|0 Comments

Attention Financial Advisors, Planners, Wealth Mangers, RIAs If you’re tired of trudging through your days, OR you’re doing OK—but not as well as you know you can—then it’s time you discovered how to… Uncover Your Biggest Dreams, Plan a Terrific Future, and Start Living a Life You Love… All With One Powerful & Fun Tool!   Kiss ordinary goodbye and step into your dream life… Dear Blog Readers I see you there, watching other advisors and business owners jetting off to exotic vacations and living a life you can only dream about.  You sit there in your (home) office day after day, struggling to book yet another prospecting call, and scarfing down lunch at your desk

24 April 2020

Business Coaching & Coffee Saturdays

2022-08-07T16:11:58-04:00April 24th, 2020|Events|0 Comments

Coaching  & Coffee Saturday! Virtual Meeting, on StartMeeting Starts: Saturday,  May 2, 2020 Reoccurring the First and Third of Each Month New York   11:00 am Vancouver    8:00 am Dehli            8:30 pm  IST Sydney         1:00 am AEST, Sunday London         4:00pm  BST Open Coaching on Your Questions & Let's talk about what it's like "Working From Home", how to make it work better for you, and share what you're doing with your fellow advisors.  But if you have something pressing on your mind, bring it to this open coaching session.   Your Coach is in!  

15 March 2020

Get (free) help with accountablity while you’re working from home

2022-08-07T16:11:59-04:00March 15th, 2020|Events|0 Comments

Humans, all over the world, are dealing with so much "unknown". At a time when we need each other, we're being asked to keep our "social distances" from each other. We have options. Find support in your homes. Keep in touch with other relatives and friend virtually, whenever possible. Look around your block. Who is over 60 who might need food or medication? Put a note in their mailbox for them to call you for your help. Find support online. Find support, even with personal contacts using virtual resources (Teleconferencing, SKYPE, Facetime, StartMeeting, Zoom, etc.) Find personal support online. Other than joining a local Facebook group, check out Nextdoor.com Its all about connecting with neighbors. What

1 May 2019

You’re invited – May 3rd

2022-08-07T16:12:09-04:00May 1st, 2019|Events|0 Comments

On Friday, May 3, I am hosting a private broadcast Q and A at noon EST, 9am PST. The conference call will be held directly from my private residence in Brooklyn, NY. Topic:  8 Steps To Nailing Your Niche and Q and A -- so bring your questions and I'll answer them on the call. This is by invitation only… and ! This event is for financial professionals business owners who have questions about niching.  It's for: Established advisors and business owners who have tried niching and somehow it didn't work out exactly like you thought and you want back to business as usual. Successful advisors who hit a plateau and are struggling to get new clients.

24 February 2019

3 Months of UNLIMITED Laser Coaching – Anniversary Special

2022-08-07T16:12:12-04:00February 24th, 2019|Events|0 Comments

Expires March 4, 2019   No, you’re not dreaming.  Get UNLIMITED consultative coaching sessions for three months for less than 500 bucks a month (USD)!   What? Apply for three months of unlimited "Work Smarter Laser Coaching” at the unheard-of one-time price of $1,497.   When? This offer is good until March 4, 2019 or until the first 10 business owners or executives register.   Why? This is my 20th year in business, so I am celebrating, and you get to benefit!   How? Apply online to talk to me about joining the program: https://wp.me/P68jts-yq   For the next 3 months, let me coach you to: Determine your niche Create your business plan Banish burnout and

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