Blog: Sherpa’s Pathways to Prosperity
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.
Giving Back: Is a Family Foundation the Right Move for You?
A private foundation can enable some families to engage in high-impact charitable giving. Discover why these families set up their own foundations—and see if you should consider following suit.
Navigate the Complexities of Tax-Loss Harvesting
Selling beaten-down investments can potentially help you mitigate capital gains and income taxes. But getting the most from this strategy requires some care and consideration of a variety of factors. Discover whether tax-loss harvesting should be part of your plan.
Foiling The Financial Fraudsters
The affluent are increasingly being targeted by scammers—online and in real life—seeking to separate them from the wealth. Discover the methods and the steps you can take that may shut them down before they succeed.
Do You Have The Right People On Your Team
Surrounding yourself with great team members is crucial to the success of many entrepreneurs. But what does a truly committed team member look like—and how can you elevate your people to higher levels of both skill and personal investment in your business? This report shows you the path.
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