Tag: friends

Beware of Doing Business with Friends (Distraction-Proof Advisor Idea Video #109)

Turning friends into clients can be tricky to navigate. If you do choose that path, go in with eyes wide open!

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