Checklists and flowcharts: Build the tools you need for your business

Running your financial or real estate business is complicated enough. So any opportunity to simplify is great. (Here’s a recent blog post about simplifying your selling process!) Here are two ways to make it even simpler: Build your own tools by creating checklists and creating flowcharts. Yes, it seems almost too simple, right? After all, […]

Monthly Sales Funnel Check-up

Congratulations for reaching the end of the year! It’s the end of December. Time to fill out your Monthly Sales Funnel Check-up. Are you ready for next year?!? Wondering what the heck a Monthly Sales Funnel Check-up is? Read the first Monthly Sales Funnel Check-up blog post that kicked it all off!

Monthly Sales Funnel Check-up

It’s the end of October. Time to fill out your Monthly Sales Funnel Check-up. (Are you looking forward to the end of the year? There are only two months left — push for the next level of success in these last two months!) Wondering what the heck a Monthly Sales Funnel Check-up is? Read the […]

Monthly Sales Funnel Check-up

It’s the end of August. Time to fill out your Monthly Sales Funnel Check-up. (Hey, the kids are back in school… why not ramp your business up just a little more). Wondering what the heck a Monthly Sales Funnel Check-up is? Read the first Monthly Sales Funnel Check-up blog post that kicked it all off!