BLOG   |  CONTACT   |  1.866.526.9955
The Resolution of Risk-Taking

The Resolution of Risk-Taking

When a brand-new year approaches the mindset tends to be: what is my resolution for the new year? Studies have shown that roughly 80 percent of people do not keep their resolutions and the majority give up on them before the end of January – me included. While setting...
All About Great CEX

All About Great CEX

Got your attention? And no, I did not misspell it! I mean great ‘Customer EXperience’. As we move further along the digital journey with our prospects and customers, customization and personalization are so vital. And when I say ‘customization’, I am not talking about...
3 Top Tips for Sales Success

3 Top Tips for Sales Success

As the sales coach and trainer, I have the opportunity to watch hundreds of video mystery shops every year. One thing I have learned is that no two sales presentations are ever alike. Everyone has their own, unique selling style. There is no “one size fits all”...
Build Your 2020 Vision

Build Your 2020 Vision

Thanks to a healthy economy and the extension of record-breaking low interest rates, most of us are enjoying wonderful success across the country. Let’s remember to remain gracious and humble and still maintain a service mentality with our clients. It is easy to...