Never Be Spam: How To Send Email that Matters

Never Be Spam: How To Send Email that Matters

It’s usually not long into a financial advisor coaching engagement until questions start to come up about marketing, whether or not to use email and how to make sure it gets delivered. So, let’s dig in a little and take a closer look at how to make it...
How to Build a Website That Works

How to Build a Website That Works

Creating a “killer website” sounds important, and it sounds like it could be really edgy and expensive. But it doesn’t have to be. What it does need is to be clear. We recently rebuilt think-legacy.com and wanted to share with you why we did it, how we did it and what...
Positively Objectionable

Positively Objectionable

When you meet clients, some of them will disagree with you and you’ll have to handle objections. Some will push back. They will object and they will procrastinate. However, the worst of all objections is when you get all the positive indicators. The other person...