Last month, I sent out an article about creating a dream board with the steps to take. Here's what Heidi, an advisor and subscriber had to say: "What great timing for this article!   I just scheduled a workshop for clients to create vision boards. Your suggestions are great. Keep them coming!" Her note went onto say that Heidi

Market A Seminar Off and Online You’re hosting or participating in an event, virtually or in person. If it’s your event, for sure, you’ll market it. If it’s an event you’re participating in, that’s another opportunity to get your name out there. In addition to the ways listed in this article, there are plenty of

You’ve probably read an article or two about the 4-8 different learning styles.  If you take a course on the best ways to provide trainings, you're bound to learn about the importance of considering learning style elements when you plan your seminars, workshops, or speeches.  Important why?  Because you want your audience to retain and

Would you like to attract more of your most profitable clients, have more time to spend with your clients, and re-energize your practice? This 6-month intensive provides the arena and accountability you seek to implement positive change in your practice with direct feedback and support. Sharpen your practice management skills and get ahead of the

Happy New Year to my Jewish clients, blog readers, subscribers, and social networking connections.   For those of you reading this, who would like to learn more about this special holiday, go to http://www.jewfaq.org/holiday2.htm

Technology has sure come a long way, even in just 16 years! The year was 1998 and I was attended an introductory class to coaching BY PHONE with many other participants on the line. I was perplexed as to how I was going to learn anything via phone. But, I first used technology (computers) in

If you had a consistent and focused marketing and business plan, what would that be worth? Hundreds? Thousands? If you had a niche could you attract more AAA clients? Have you wondered -- as you stare at a stack of paperwork -- how much time and money you're losing every day because you don't have

Have you been searching for a surefire tips that will bring more clients through your door -- more easily? During your search, how many books and website pages have you read? How many speakers or webinars have you listened to? Has the information brought more clients to you? Guess what? You know what you need

Would you like to participate in a program that helps you build your business and avoid the massive mistakes that most financial advisors make? Mistakes that keep them from reaching their multiple 6-figure income goal?   (In a hurry? Just go here: https://www.elevatingyourbusiness.com/BAR/ )   If you want to turbo-charge your income in 2014 (many

I just received the list of the Top 5 US Financial Advisor Webinars from BrightTALK.  One of my webinars is #2 for the year! If you know that your time is “NOW” and you're ready to improve your business, learn from the free educational content that’s in the line up! View the top 5 webinars