Listen to the Audio: “How to Obtain Referrals”
March 9, 2010 by Jobie Summer
Filed under Financial Advisor Marketing & Resources For Advisors with Jobie Summer
I just completed a call where people asked great questions about how to obtain more referrals. I also discussed the details of the Referral Research Program starting soon.
Avatar: A New Personification of a Familiar Idea
January 4, 2010 by Jobie Summer
Filed under Financial Advisor Marketing & Resources For Advisors with Jobie Summer
Wow! I went to see Avatar this week … truly a life changing movie for me.
I don’t want to give away any of the details but as I sat in my seat with the credits rolling down the screen tears swiftly began rolling down my face. I reflected on how the masses are viewing this movie and how the culture is open and receptive to the changes in our midst. I was so moved as I thought about the part we play in our future that tears kept flowing down my face and sobbing soon began. My friend that joined me asked if I was ok. “Yes”, I told her, “These are tears of pure joy”. I was awestruck by the difference made by a few committed individuals who made a decision to make a difference. Read more
Getting Started
December 22, 2009 by Jobie Summer
Filed under Financial Advisor Marketing & Resources For Advisors with Jobie Summer
Getting started … what a perfect topic for this first ominous entry.
It seems appropriate that my first blog entry be focused on that step which is often the most challenging in any new venture – the first one. Even with this blog. I have considered writing a blog for years and never seemed to get around to it. Until today, of course … and now all future entries shall be easier as a result. Whew! What a relief to take that first step. Read more

