Blog Posts

Use the Same Words; Just Make Sure You Redefine Them for People

What do you think when you hear the word “Integrity?” How about “Ethical?” Although these words have been trashed by some within our industry, don’t shy away from using them. …

The Final Picture

Often people get concerned when clarifying their goals and objectives, asking themselves, “What if it doesn’t turn out exactly how I’d seen it in my mind?” Like the cartoon, the …

It’s Not Rude – It’s Necessary!

This week I had the opportunity to speak to a couple of groups of people from Coldwell Banker. After the talk, several of us got into a discussion regarding why …

Avoid Frustrations – Set Expectations Clearly

A frustration I hear regularly from advisors, especially at this time of year when they’ve spent time reviewing last year’s performance and are trying to connect with the client for …