10 Things That Are Worse Than Prospecting

Published on November 26, 2025

Finding potential buyers beats getting a flat tire — and some other activities.

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Respectful Communication Is Key When Dealing With Guarded Clients

November 26, 2025
Some clients don’t want to expose everything and may find it annoying to be asked deeply personal questions. I do think, with some work, everyone can come around to share more about themselves if they are approached correctly. Here are some suggestions.

Gratitude: The ETF Industry’s Highest Return Habit

November 26, 2025
This article argues that a grateful mindset is a powerful strategy for improving financial and investment decision-making, citing research that links gratitude to better outcomes and overall well-being.