In part four of a five-part video series about referrals, Amy Koenig shares what to do after you get a referral from a client and how to train your clients to introduce you to their friends and family.
Three signs that it might be time to retire or update old family traditions and start making new memories this holiday season.
In part three of a five-part video series about referrals, Amy Koenig shares examples of how to ask for introductions to your clients' friends and family.
In part two of a five-part video series about referrals, Amy Koenig shares when asking for introductions is best received.
Starting a gratitude journal can give your audience a new perspective on life and improve their outlook as they prepare for a new year.
In part one of a five-part video series about referrals, Amy Koenig shares how to identify which clients you want to replicate.
In our third and final video on discovery, Steve Sanduski shares three new types of questions to add to your toolkit.
This primer explains how folks can give back, innovate, and be a part of a new business success through angel investing.
In the second of three videos on discovery, Steve Sanduski defines how you can use a client's past and present to inform their future.
In the first of three videos on discovery, Steve Sanduski explores what it means to start with nothing to uncover more from your clients.
