MEET NEW REFERRAL PARTNERS
Learning to Be True to Yourself: Thoughts on Brené Brown's "Do Not Negotiate Who You Are"

Brené Brown's video "Do Not Negotiate Who You Are" shares a very important message: be yourself no matter what. This message came to me at a really tough time as I'm going through a hard divorce.

Divorce is really tough, especially when kids are involved. Just the other day at my son's...

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"Beware of Frenemies: Don't Let Them Drag You Down"

Ever heard the saying "misery loves company"? Well, it's true, especially when it comes to some friendships. Imagine a friend who's always in the middle of drama, always complaining about how bad their life is, especially about being single and unhappy. They seem to always be there when things go...

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NAR Decision: Should a homebuyer use a Buyers Agent?
importance of having a trusted buyer's agent by your side cannot be overstated. A recent encounter I had highlighted a common misconception among potential homebuyers, influenced by misleading news reports, questioning the necessity of paying for a buyer's agent when the seller might not...
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Elevating Your Social Media Game: Practical Wisdom from Alex Hormozi**

Elevating Your Social Media Game: Practical Wisdom from Alex Hormozi**

In the ever-evolving landscape of social media, standing out requires more than just creativity—it demands strategy, insight, and a keen understanding of your audience. Recently, I dove deep into the content creation...

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### The Top 3 Strategies to Increase Your Business Value

### Unpacking Jim Rohn's Wisdom: The Magnetic Force of the Future

 

In an era where the immediate often overshadows the important, revisiting the teachings of Jim Rohn offers a refreshing perspective on personal growth and success. His insights, particularly on the power of the future as an...

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### The Top 3 Strategies to Increase Your Business Value

### The Top 3 Strategies to Increase Your Business ValueWhen it comes to enhancing the value of your business, the focus should always be on sustainability, scalability, and strategic hiring. These elements are crucial for attracting investors and ensuring your business is appealing even without...

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**Transforming Self-Narratives: Lessons from Legends**
In a recent podcast by Brian Buffini, a compelling discussion unfolded around the stories we tell ourselves versus the realities we live. Drawing inspiration from Jocko Willink's powerful insight, "Excuses are the lies we tell ourselves," the conversation dives deep into the dichotomy of...
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Embracing Courage in Business: Overcoming Fear with Love
In a thought-provoking episode of Brian Buffini's podcast, listeners are presented with a compelling perspective on fear—its fundamental purpose to protect us, and the crucial understanding of its potential to overwhelm and debilitate when it becomes a constant presence in our lives. The...
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QUALITIES OF A CORE7 PROFESSIONAL

DILIGENCE – Careful and persistent work or effort. 

Diligence is a necessity in any endeavor that you take. Diligence ties in with enthusiasm. It is difficult to be diligent about anything you are not enthusiastic about. 

Without diligence and hard work,...

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ALL PRIMARY REFERRAL SCRIPTS

ACCOUNTANT

Dear (NAME)
It was a pleasure to speak with you. I wanted to follow up because of the fact that you own multiple properties. I always want to be a valuable resource for you. How is your relationship with your real estate agent who specializes in investment property?  
I...

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Bonus Section: Financial Advisor Referrals From The 1st Two Pages Of A Tax Return (PT6)

LINE 45- AMT, also known as the alternative minimum tax. Now, there are so many advanced tax strategies to look at when someone is in the AMT. This presents a great opportunity for a financial advisor and an accountant to collaborate together for the benefit of the client. This is an example of...

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