Archive - March 2023

Why financial planners fail, or at least why don’t they hit the levels or targets that they set themselves. I want to talk to you about the five big mistakes. Five misconceptions that financial planners have when they got into the game and what’s stopping them from getting to that seven figure level. And these[…]

Today we’re gonna focus on how to make sure that we reach each and every base camp as we climb our way up Relationship Mountain. We’re gonna do all our homework – all our prep for the journey by giving them a unique WOW experience before we even meet them. We’re gonna hit all the[…]