To Prospective Subscribers

Dear Prospective Subscriber:

If you’ve clicked over to this letter then you’re obviously interested in taking your career to the next level. Let me tell you how I can help.

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Weekly Focus - July 9, 2025 - "What to Do If You Sense a Prospect Is 'Holding Back'"

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Some prospects may seem ideal until you sit down to get to know them. In the initial meeting, it’s your job to learn as much as possible about the prospect, including their family and financial circumstances, goals, values, and beliefs about money. That’s also an opportunity to build rapport and a personal connection with the prospect so you both can determine if you’d be a good match.



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