Tag: email

Keep Your Emails Read & Relevant (Distraction-Proof Advisor Idea Video #2)

We're all overwhelmed with email these days. How do you keep your emails to your clients opened, read, and relevant? Watch now...

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