FROM SEMINARS TO STRATEGIC ALLIANCES
David called it "the grind." Every month he would spend countless hours cold calling prospects to invite them to a seminar. Then he would deliver the seminar to a roomful of largely undesirable prospects. Then he would meet with the handful of interested prospects and try to open accounts with them. The cost and effort were wearing him down.

"I knew something had to change," he told me. Today, David says he is far happier at work. His assets under management have doubled during a difficult year and the momentum he's built is continuing to breed success. How did he transform from cold calls to a hot streak? This is David's story.

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