Blog: Sherpa’s Pathways to Prosperity
Want Results? Do Not Argue–Discuss!
Fights—in business and in life—rarely get us the outcomes we most want. A better approach: Use a three-step process for de-escalating tensions, finding ways to work together cooperatively and gaining buy-in.
What Makes a Wealth Manager an Elite Wealth Manager? Probably Not What You Think
Top wealth managers are extremely skilled, technically—but it’s the attention they place on understanding their clients on a deep level that truly sets them apart from other wealth managers and advisors.
Three Hurdles That Can Stop You from Building Great Business Relationships
When it comes to building strong, profitable business relationships, entrepreneurs can sometimes be their own worst enemies. Here’s how you can make sure your ego, your emotions and your energy don’t put up barricades to your future success.
Finding Your Ideal Client—and What It Means to Your Success
Key Takeaways Having an ideal client profile helps you better assess the suitability of prospective clients. An ideal client profile should include professional and personal characteristics. Your high-net-worth personality and that of your ideal clients should match...
Avoiding Unpleasant Surprises—or Worse—with Your Life Insurance
Life insurance can be a major part of some people’s wealth plans. But it’s important to watch out for overly complex life insurance solutions that may not fit your needs—or that “push the envelope” in ways that could prove costly.
When Negotiating, Use Framing and Empathy to Your Advantage
Successful negotiators frame their discussions and use empathy to learn all they can about the other side and move talks in the right direction. Find out how to use these two tools to achieve your agenda.
Conversational Marketing: Learning To Farm, Not Hunt
You can go out and try to “capture” new business constantly, or you can grow it so it thrives over time. Guess which approach your affluent prospective clients prefer?
Optimize Your Business Relationships
What might happen in your business if more people were actively invested in your success? When you strengthen and optimize your relationships with key people, you set yourself up to pursue superior results—and an amazing life of significance.
Rules of the Rich: Seven Steps Toward Serious Wealth
Multimillionaires and billionaires often adopt specific mindsets and attitudes—and take select, focused actions—that help them generate their tremendous wealth. Discover some of their key rules and how to adopt them yourself.
Life Insurance Fundamentals It Pays To Know
“Boring” life insurance can potentially help you achieve numerous exciting goals. But do you really know your term from your whole from your indexed policies—or which one makes sense for you? Get squared away on important life insurance facts.
Are Promotions Passé?
Promoting employees has long been a primary way for entrepreneurs to attract, engage and retain top talent. But “climbing the ladder of success” isn’t nearly as appealing to many workers as it once was. The good news: There are alternatives to promotions that can enable you to develop your people and get the most from them.
Three Powerful Ways To Think and Act Strategically in Your Practice
Discover some key tenets of strategic planning that potentially can help inform your efforts to create a plan for achieving huge success in a deliberate, focused and effective manner.
Contact
Information.
(541) 633-7759
info@sherpawealthstrategies.com
444 NE Norton Ave. #101,
Bend OR 97701
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