Ever been rendered speechless when someone asks, “So, what do you do?” It happens all the time — and it’s completely normal. Talking about yourself and your work can feel awkward, but it doesn’t have to be. Mastering your elevator speech is about creating a genuine connection—not delivering a robotic [...]
Think about the best client relationships you have. What makes them so strong? Chances are, it’s not just your financial expertise—it’s how you connect with them personally. Of course, clients care about their investments and tax strategies, but they primarily want peace of mind. They want to know they’re [...]
Are you ready to take your firm to the next level? As a financial advisor, accountant or other professional, you’ve likely mastered the technical skills of your trade—but let’s face it, that’s only half the battle. To truly thrive, you need to be confident selling yourself and your services. And [...]
