More on Ideal Client Profiles Massage Therapist

I love to downhill ski. In the middle of the summer, 85 degrees and sunny, at the cabin with a cold beer in my hand, a long lazy July afternoon with nothing on the horizon but a BBQ and a … READ ON >

Dallas, TX – Merrill Lynch – March 10, 2011

Title: Dallas, TX – Merrill Lynch – March 10, 2011 Location: Dallas, TX Date: 2011-03-10

Orlando, FL – MorganStanley SmithBarney – April 8, 2011

Title: Orlando, FL – MorganStanley SmithBarney – April 8, 2011Location: Orlando, FLDate: 2011-04-08

Great News if you use Outlook for your CRM

As you probably know, we are finishing our practice management application for Financial Advisors, developed specifically for www.salesforce.com. On the side though, we have been working to master Outlook which almost everyone has a copy of on their desk. We … READ ON >

Valentines Day – Do you host an event for your clients?

I don’t understand people who don’t buy their significant other a present on Valentine’s Day or at least come up with a meaningful replacement strategy. My wife and I buy art on Valentine’s Day rather than exchange cards or gifts … READ ON >