business

Turning Pushback Into Progress

We hear the word “no” from clients, colleagues, spouses and our children almost on a daily basis.  Most people think “No” means stop. They hear it and immediately retreat, assuming the “deal” is dead.  That’s a mistake. In reality, “No” is just the start. It’s not rejection—it’s protection.  It’s a sign that the other person is defending their position, trying to…

Building Your Book of Business

Many industries across America, including financial services, depend on growing a client base in order to stay afloat. Growing your book of business is essential for long-term success and sustainability, especially in the competitive financial services industry. Whether you are a seasoned professional or just starting out, implementing effective strategies to attract new clients and expand your client base is…