As a Financial Advisor, one of the 7 Critical Conversations for building a 7-figure business is The Values Conversation. What this short video where Tony and Sue (high net worth clients) talk about their experience with Bill Bachrach’s The Values Conversation™, and the fact that the Advisor they have been working with for 40 years… Read More
Directory of Pre-Vetted Outsource Providers to Help You
You have been asking for it and now you can get what resources you need and want to help you be even more successful!! Looking for help with back office, answering phones, prepping financial plans, or marketing? Save time by investing in a list of pre-vetted providers in the financial services industry. Check it out… Read More
