Featuring Leonardo Inghilleri and Daniel Greene If given the opportunity to speak freely, what would your clients say about the service you provide to them? Would it be something you would want other people to hear? Great client service is a trait that people are becoming increasingly aware of and expect. It is a critical…

INCREASING THE DESIRE FOR YOUR LEADERSHIP Read Part 1 – As leaders, we are constantly trying to find ways to modify behaviors of our salespeople that will, in turn, drastically improve their selling efficiency and effectiveness, which will ultimately increase their sales results. ______________________________________________________ …people are rarely made to change their minds ______________________________________________________ Our position…

INCREASING THE DESIRE FOR YOUR LEADERSHIP Years of observing human nature and being involved in a profession where persuasion is a coveted skill have led me “kickin’ and screamin’” to a conclusion.  People infrequently change their minds.  You’re probably thinking, “Who are you kidding?” My __________ (fill in the blank) changes his/her mind more often…

One of the most significant opportunities to build a deeper relationship with clients is to engage in an estate planning conversation.  This fact is true now more than ever for a few simple reasons.  First is the fact that only 46% of high net worth individuals with estates of $1-10m in value currently have trusts. …