The New Year Is Around The Corner

A goal without a plan is just a dream, as we all know. Identify the top three things you really want to accomplish this year and get to task.


Can you believe it’s early November? Somehow, the holiday season always creeps up on us. One minute we’re attending a beginning-of-summer barbecue, the next minute we’re putting away Halloween costumes, and then we blink and we realize our New Year’s resolutions are already blown and it’s Feb. 1! Don’t let this happen to you yet […]

You’re Being Audited


Top-line revenue growth doesn’t happen by accident. Instead, it takes conscious effort to ensure all your processes are streamlined for maximum effectiveness. This begins with a pro-active self-audit. Be honest. How diligently do you check in with clients? Can they depend on you to answer all their questions? If so, are you answering those questions […]

The Customer Is Always…The Most Important


It’s easy to assume we’re providing good customer service, just as a byproduct of being ourselves. In this competitive atmosphere, however, assuming you’re doing a good job just because you haven’t heard differently isn’t going to cut it. Customer service nowadays doesn’t end by ensuring a loan closes on time. Today’s consumers are looking for experience. Make […]

The Promise Of Prospecting


Prospecting is a task everyone agrees is necessary – yet few execute on a regular basis. It’s always on the “to-do” list. Unfortunately, it’s almost always at the bottom of the to-do list, which, conveniently, almost never sees the light of day because we’re so focused on what we perceive to be more pressing tasks. […]

How Costly Are Your Costs?


We all know the old saying, “it takes money to make money.” To a certain extent, this is true. We need office space, sophisticated software and tech tools, and a little extra cash for travel and meetings. But how much is too much? And are your expenses justified? When business is good, it’s easy to […]