Tag: holiday greetings

Say Thank You (Distraction-Proof Advisor Idea Video #7)

Here's a simple way to stand out from the crowd this holiday season with the timing of a simple "Thank You."

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