“Work-life balance” has become a popular catchphrase, but is integrating your career and home life actually doable?   

What do sharks, suckerfish and parasites have to do with business? More than you might think! Walter Bond explains how the traits and habits of these unusual sea creatures can help you connect with prospects, increase daily activity and ultimately become a better financial advisor…

_Client satisfaction_ and _client loyalty_ are critical to the stability of your business, but it’s _client leverage_ that creates exponential growth…

Trust is important, especially when the situation involves money. But high-trust client relationships don’t happen automatically…

Why are some people able to deliver under pressure while others fall apart? This presentation, based on the New York Times best-selling book, “Performing Under Pressure: The Science of Doing Your Best When It Matters Most,” answers that question…

Why join a study group? Are they purely social gatherings or will they provide a tangible benefit to your business?

The best way to increase revenue is by building relationships, prospecting and keeping your calendar full. Most advisors start the business with a list of people to call, hoping to eventually turn them into clients…

How do you sell, persuade or encourage people to take action? A vital element in moving people to action and creating influence is your ability to craft a thought-provoking presentation. Learn how to build and deliver more polished, persuasive presentations in this 30-minute lesson…