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I love sharing success stories!

Why? Because behind every success story, there are stories of failure. We all experience moments of failure in our profession as financial advisors, and there is no greater joy for me than helping OTHERS overcome their challenges to become top producers. The Rise to the Top Sales Symposium is all…

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4 Year End Sales Strategies Advisors Can Implement Now

My favorite adage is that “business doesn’t slow down during the holidays, you do.” Many advisors submit to the limiting self-belief that their business has to stall in the holidays.If you think in abundance, then there will be abundance, simple as that. Year-end production starts with the right mindset. Once you have…

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