Sales or Service?

Wealth Stewardship



Gone are the days of under-promising and over-delivering… 49 no’s to get one yes… sales funnels for lead generation… always be closing… exceeding expectations 110% of the time.

Ushered in with the age of digital transparency are the new maxims that rule the financial services landscape… promise your behavior… using “no” as a strategy… excluding prospects who don’t qualify… always be collaborating… setting and maintaining expectations.

Nobody wants to be “sold” or “closed” by anyone ever again.

If you want to remain relevant you must become a servant.