Member Meet-up: Get Found, Get Booked—How to Write SEO Website Copy That Results in More Discovery Calls A dialed-in website that converts ideal prospects — and filters out bad fits — is the single most important component of any business’s marketing strategy. In this presentation, you’ll discover how to write SEO website copy that results in more booked discovery calls […]

The Personality Paradox: Decode the HOW-WOW Personality Puzzle to Elevate Your Financial Advisory Practice Elevate your advisory skills, decode client behaviors, and revolutionize your approach for impactful client relationships in this webinar. Join me for a comprehensive session diving into emotional cues, client archetypes (HOW and WOW), and three distinctive client profiles. Learn to decode emotions, fostering stronger client connections […]