S2 E03 – Deeper answers with Motivational Interviewing

Introduction Your clients have many answers within them. Your job is to help them by asking the right questions, so they find those answers. One of your roles, as their financial advisor, is to ask the questions that are crucial for the next steps of their life and to facilitate a process that helps your […]

Attract Your Ideal Clients With Ease

Know their interests wants and desires

Marketing Ideas for Remote Adjusting Planners

Bridge, connect, deliver This isn’t the best time to emphasize sales.  Right now people are in the middle of “no decision zone” and have more time. As a result, we recommend that you provide great content and build your audience.  If someone has a financial issue or concern, we want you to be the first person they […]

Is your data secure?

Business grade sync and backup is better.

What is the right place for each message?

Download the Digital Presence Map to see the big picture

What is the Digital Presence Map?

6 months ago

Clients ask me, why did you make a digital presence map?  What is a “digital presence” anyways?? The short answer is, the map isn’t the territory; and it sure helps to know where you want to go! How we use the map to establish a winning digital presenceOur client process uses the Digital Presence Map as a diagnostic […]

The SafeHaven™ Data Centers

The Data Centers that protect ComConnect File Sync and CloudFinder users data

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