Tag: client meetings

Follow Through Like This (Distraction-Proof Advisor Idea Video #6)

Many advisors fail to recognize the importance of this last, vital step to successful client meetings.

Client Testimonials

"2021 has been a great year for my business, and a lot of that was because of what I learned from you, Paul. You've been an advisor, so you get it! Thank you so much for your invaluable transformative coaching and advice!"

Michelle Glass, Glass Financial Advisors