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Good Bye To A Great Leader

March 28th, 2014 | Posted in Leadership | Comments Off on Good Bye To A Great Leader

“If Birkman can shine a brighter light on our true selves, illuminate some ways we are both similar and distinct from others, and help people see their value, then we have good reasons to be here for another six decades.” Roger W. Birkman On March 26, 2014, the creator of the Birkman Method quietly passed […]

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Building Your Pipeline: Are you a Socializer or a Sales Person?

March 26th, 2014 | Posted in Sales and Customer Service | Comments Off on Building Your Pipeline: Are you a Socializer or a Sales Person?

Some of you might be thinking: what a silly question?  And, besides, who cares anyway?  Well, any financial advisor who has business development responsibilities should care – a lot! Perhaps a different way to ask this question might be: are you the advisor who talks to your clients, prospects, and Centers of Influence about everything […]

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