In a busy Target store, a cashier tried to be helpful. A customer wanted to write a check but skipped the proper steps. Instead of sending her to customer service, the cashier handled it at the register. His intention was good. His impact was…
When Alex started his financial planning business, he faced the same challenge as many in his field—how to stand out. At networking events, introductions often ended before they began. “As soon as I said I was a financial planner, people tuned out,” he recalls….
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