Navigating Delicate Client Conversations

​In today's professional world, effectively managing sensitive client interactions is crucial, especially in fields like finance. Surveys suggest that discussing personal finances can be more challenging than topics like death, politics,

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Mastering Real Estate Leadership

​Have you ever asked yourself what sets real estate leaders apart? Join us for an insightful Wisdom Exchange webinar featuring Kris Boyce, CEO of Signet Group Inc. With over 35 years

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How to Live Better, for Longer

​Join us for an exclusive webinar meticulously crafted for entrepreneurs and high-performing professionals seeking the ultimate keys to a sustained, thriving life.  Delve into the secrets behind "How to Live Better,

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The Nine Worst Marketing Missteps

WEDNESDAY, Mar 29, 2022 | 12:00 PM 1:00 PM As a financial services professional, you know that adapting to a changing landscape is essential to engaging more clients and staying competitive. In

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Stop Pitching!

WEDNESDAY, FEBRUARY 23, 2022 | 12:00 PM 1:00 PM ET In a world where NO ONE wants to be sold and prospects have unlimited options at their fingertips, cold pitching no

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Are you a Fox or a Hedgehog?

“The fox knows many things, but the hedgehog knows one big thing.”   -Archilochus I first heard of this quote from the podcast Hidden Brain and it got me thinking about

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What Makes a Great Leader

The topic of leadership has been written about countless times, yet so many of us get it wrong. We often read descriptors like “a Sheppard herding sheep” to describe leaders.

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Mastering the Art of Persuasion

The art of persuasion needs to be mastered by business owners. Entrepreneurs who are able to employ the art of persuasion may find it easier to receive financing, ensure new clients

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