Q: Denise, I was in your Safari class this week and you talked about the importance of having your client database on your own computer. I have my database on my company’s server via their CRM. Can you elaborate a bit? A: You bet! I firmly believe that you should have control over your client […]
Q: Denise, what do you think about receipt scanning and filing systems? A: I think this is a great idea if you plan to keep up with it each month. If not, then you will have some receipts scanned, some not, and organization of these can be a challenge. Furthermore, if you scan receipts you […]
You may have heard the term “throwing a wrench in the plans”. Well, from where I’m standing, it seems to be raining “wrenches” this month. I have been contacted by so many agents I am coaching who have needed to change their plans for the summer because a family member has become ill or passed […]
Enter your email and stay on top of things,
Posted in 
Tags: 