At the beginning of every quarter I ask my coaching clients what successes they were most proud of from the prior quarter’s work.

A mastermind coaching client (we’ll call him Clark) told me a terrific story today and I need to tell you:

Back in March 2010 Clark set up a meeting to visit a Raymond James team with ~$200 million under management. As he is newer to wholesaling he went into the meeting admittedly less prepared than he might have liked, but willing to put it on the line to rope in this team’s business – they were Elephants.

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