Financial Professionals

Welcome to this blog, plus some tips

Welcome, It may be obvious, however, I want to encourage you to: 1.  Scroll over the boxes/categories on the sidebar for key words that interest...

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Do you need a coach?

Financial professionals, like most people, need a coach at times.  They are usually working by themselves, or in small teams.  Their success is a direct result of how often they call on clients and prospects.  The very best provide tremendous customer service.  And they all need to stay optimistic, upbeat, and focused on others.   This article in Investment Advisor magazine, November 2008, features Doug Gray, PCC, and mentions the value of business coaching.