By Lisa Mohammed, Sales & Business Coach | The Personal Coach I hear a version of the same sentence from advisors every week: "I know I should be prospecting more. I just don't get to it." Sometimes the calendar really is full. But often, there is space available and prospecting still gets pushed aside. An email suddenly feels important. Admin needs attention. A meeting gets added. There is always something else that feels easier to complete. Meanwhile, the calls stay on tomo

Many financial advisors stay busy but still struggle to grow. Discover why activity alone doesn’t create momentum and how a clear client pipeline changes everything.

A Unique Value Proposition (UVP) isn’t just about listing services. It's also about giving someone a reason to say, “That sounds like exactly what I need.”

Coaches, Emily Bennett and Bob King were invited to discuss how to leverage CRM to help build trust and business value.

What's Next for Advisors in 2020.

Since the great depression, dips, downturns and nosedives in the financial markets have set investors on edge.