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What one factor leads to successful outcomes in meetings with clients and prospects? Research shows the more time clients and prospects spend talking in a meeting, the more likely they are to feel good about it and have a positive opinion of their advisor. Here are 3 steps to getting clients and prospects talking in a meeting —- and the three most Read More

Multitasking: Everyone does this to some extent. Some people attempt to do more things at once than others, but it is almost a requirement now to be able to work. I recently heard of a job posting that listed “multitasking abilities” as one of the prerequisites for the job. Read More