by Sarano and Brooke Kelley | Feb 10, 2020 | Challenge, Goal Setting
Seeking out new clients can sound like a formidable challenge. But if you set realistic goals and create a method that complements you and your interests, the process can be much less intimidating. One valuable prospecting approach is to set goals involving...
by Sarano and Brooke Kelley | Feb 6, 2020 | Challenge, Goal Setting
Arguably, one of the most difficult (and universal) challenges a financial advisor faces is client acquisition. It’s an ongoing process that requires constant focus and action. After all, without clients you don’t have a practice. So, where do you find prospects? How...
by Sarano and Brooke Kelley | Jan 27, 2020 | Challenge, Goal Setting
Okay, be honest with me. How’s your 2020 New Year’s resolution working out for you? Are you still working enthusiastically toward accomplishing your goals? Or did you find that after two weeks (or maybe two days) life got busy and each day it became more difficult to...
by Sarano and Brooke Kelley | Jan 20, 2020 | Challenge, Goal Setting
A lot of us set News Year’s resolutions only to fail within the first month. The prospect of taking on life changing tasks is often daunting. However, what if we were to look at our efforts ‘one point at a time’? Okay, let’s say you decide you are going to exercise...
