TransitionPG® Blog
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How to Encourage More Referrals
When someone sends you a referral what do you do? If referrals help your business, develop a process to keep them coming your way. Whether it’s from an existing client or a professional connection, make it a habit to thank your referral source. Is a text or email...
What We Want for Our Children
Estimated reading time: 7 minutes Key Takeaways Parents want the best for their children, but 'best' is subjective and may need redefining based on affordability. Many parents face financial pressure, balancing college expenses for their children with savings for...
Stop Snack Attacks
With Memorial Day quickly approaching, it reminds me summer will be here soon. While I welcome warmer weather, I dread getting beach ready. Every year as I age, it becomes harder and harder to shed the few pounds I gain during winter. Most of that weight is a result...
Are You Following Up?
Do you have a stack of business cards you’ve collected from various networking meetings? Maybe you have several stacks … Have you followed up with these new contacts? Some people are better at following up than others. But most of us, get stuck with the “I meant to...
Four C’s BEFORE Hiring a Financial Advisor
Have you been thinking about hiring a financial advisor? Before rushing into a decision, do your research on the four C’s. 1: Credentials Most financial advisors have credentials after their names. Research these credentials to find out if they’re nationally...
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