Emerging Leader

How to Work the Room
Members Only Featured

Electronic networking, with its extensive reach and multitude of contact options, is a remarkable marketing tool. But, all those options can make it too easy to avoid getting out there and actually interacting with others face to face. There is no substitute for meeting people in person.

Added: September 06, 2016 - 12:40 PM  /  Views: 874

Individual Interest Assessment Survey
Members Only

Added: September 06, 2016 - 12:43 PM  /  Views: 173

Lost Client Review
Members Only

After you have invested much time in a relationship and had the unfortunate experience of having the client tell you that they are moving their relationship to another firm, it is important to learn the reasons for their move and make the necessary changes within the firm to ensure that highly profitable clients are retained.

Added: September 06, 2016 - 12:44 PM  /  Views: 176

Raising the BAR Sheet
Members Only Featured

Behaviors | Accountability | Results

Added: September 06, 2016 - 12:53 PM  /  Views: 718

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