So I got back super late last night from my whirlwind tour of my prospect’s financial advisor offices. And can I just say, the visit totally took my breath away. Their…
Category: <span>Connect to Your Ideal Clients</span>
I’m walking out the door right now to drive to Plymouth, Massachusetts (home of Plymouth Rock). I’m driving the 90 minutes on this blazing, muggy July day to do something…
I’m sitting in a coffee shop. I hear indie jazz music overhead. My hot rooibus tea is cooling near my right hand (because I insist on drinking hot tea year-round). And…