I published the first issue of my e-newsletter, Financial Profundities, in 2003. In eight years, I’ve never, ever, added someone to the distribution list without their permission; they either signed up after a workshop, gave me verbal permission, or were added as a result of a purchase of a product or service. And, I never [...]
October 23, 2010 by Leave a Comment
Every “No” is Not the Same
Before a prospect becomes a client, I take them through a series of questions. This preliminary financial coaching session is thirty-minutes, complimentary and designed to give prospects a sense of my style and what they can expect from our engagement. It also gives them (and me) a picture of their current financial state, revealing what [...]
