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This is a
collection of recent articles on the most critical elements of getting to
the next level in a financial services career based on 25 years of
experience coaching reps.
Chapter Headings Include:
- The Power of Having a
Vision of What You Want to Create
- How to Make More of the
Right Decisions
- Do You Know What
Motivates You?
- How to Set Goals that
Have More Meaning
- How to Make Goal-setting
and Business Plans More Realistic
- How to Coach Yourself to
Greater Achievement
- Do You Have the
Prospecting Mentality?
- Chemistry & Timing, the
Two Required Elements of a Sale
- Are You Putting Off
Asking for Referrals?
- More Tips on Effective
Telephone Prospecting
- Have You Graded Your
Clients Lately?
- What Kind of Trusted
Advisor Are You?
(eBook
41 pp, $47.00)

"This is some
of the best material I have read in my 25-year career as a financial
planner and money manager. This information will make you money and save
you many hours and even years of wasted time and frustration. Sid has a
way of getting at the essence of what really works, especially for
relationship-oriented people."
Greg Stoia, CFP; Commonwealth Financial
Commonwealth Financial, Naples, Florida
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