Did you know that January is National Mentoring Month?
The campaign started in 2002 and aims to raise awareness about the need for more Mentors and to encourage more people to actively become mentors.
Mentoring is a timeless practice, […]
As 2022 has just begun, we reflect personally and professionally on what we accomplished this past year.
We evaluate and decide what our new goals will be for 2022 and may even start thinking about a New Year’s […]
Whether performed quarterly, semi-annually, or annually, one of the most important meetings you will have with your client, next to onboarding, is their review.
Ideally, you would be communicating with your clients in multiple face-to-face meetings throughout the […]
You’ve worked hard to gain the skill sets and financial insights needed to become a trusted financial expert! You’ve applied yourself and can skillfully use the Circle of Wealth® to help your clients understand key financial concepts […]