Money For Lunch – People

Opportunities for 2014

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Opportunities for 2014

Opportunities will abound in 2014. As the title of this article indicates, it is about how we can make 2014 and every year a success by taking advantage of opportunities. Notice though, the title doesn’t have the word “new” in it. Why is this? As part of my executive coaching […]

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Kindle Fire HD 7″, HD Display, Wi-Fi Only $139

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Kindle Fire HD 7″, HD Display, Wi-Fi Only $139
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Small Actions Can Create Big Results

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Small Actions Can Create Big Results

Small Actions Can Create Big Results, Watch This Video!

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Are Your “Gatekeepers” Killing Your Client Relationships?

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Are Your “Gatekeepers” Killing Your Client Relationships?

I had been limping around for three weeks with a pain across the top of my left foot that didn’t seem to be getting any better.  I made it through five straight days on my feet for two workshops and an active vacation, but the pain did not subside.  So, I […]

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Out Sing Fear

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Scared Child

After years of self-doubt and giving his power over to fear Christopher Maloney had enough. When Christopher took to the stage, he was shaking like a leaf and suffering from a serious case of stage-fright. Watch as the nervous singer overcomes his fear to give an amazing performance that will […]

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The GREAT Little Marketing Secret: Send a Note Card.

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The GREAT Little Marketing Secret: Send a Note Card.

Thank clients for their business.  Thank them for referrals.  Remind them about their appointments.  And do each of these…with a handwritten note.  Find an excuse to send a note card to people you meet, people who provide services to you, and people who you serve. We have all become so accustomed to communicating by email, text, and other […]

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Small Talk, BIG SALES: Lessons from a Master Moneymaker

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Small Talk, BIG SALES: Lessons from a Master Moneymaker

Mehdi Fakharzadeh is one of the most successful insurance sales agents in history.  At 92, he is still taking on and servicing clients. Mehdi achieved his success despite starting out with a severely limited grasp of the English language and American customs.  Now, at the top of his industry, he […]

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Client Retention: They Changed Their Minds!!!

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Client Retention: They Changed Their Minds!!!

After two visits—a total of six hours—advisor Marianne had gotten an enthusiastic “thumbs up” from her new “almost clients”—a young professional couple with small children—to prepare a financial plan for them.  The plan would specifically include some much-needed life insurance.  There was no doubt the mission was going forward! But […]

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Be Creative Standardizing Processes

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While standard and creative don’t often work together, the World Horizon leader actually is creative in the planning process. Understanding that the flow of information and processes is important to success, true leaders will design a workflow that makes sense and will empower staff members to implement their own strategies […]

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Balloons and Box Lunches: How to Boost Morale in Your Office

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Making employee morale a high priority is one of the most important things you can do for your business. Improving the office atmosphere for those that work for (and with you) is how you keep good people around and ultimately run a successful business. Having good, hardworking employees is a […]

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