Tag Archives: cfp

Three Keys to Prosperity: Generosity, Gratitude & Forgiveness

Three Keys to Prosperity: Generosity, Gratitude & Forgiveness “And, in the end, the love you take is equal to the love you make.” — The Beatles As we approach the holidays, many people have become jaded about “the spirit of the season” as they witness the pervading crass commercialism.  If you’ve experienced a touch of…

It’s September 2018 – Time to Go Back to School

“Read an hour every day in your chosen field. This works out to about one book per week, fifty books per year, and will guarantee your success.”  Brian Tracy, personal development guru It’s September again. I’ll bet it’s been a long time since you went to college, where the school year started each fall. But…

How to Go from Commodity to Trusted Confidant

Add value by sharing your life experience. “Give value. Give value, Give value. And then ask for the business.” Gary Vaynerchuk It doesn’t matter what your business is in the competitive world of professionals – Financial Advisor, Attorney, CPA, Benefits Consultant, etc. – you’re most likely initially perceived as a commodity by the people in…