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Finding a 5-Star Banking Relationship

Finding a 5-Star Banking Relationship

Recently one of our clients asked us to help him find a new bank for his successful business! It became apparent to me why he had incredible success—he had a clear vision of how his financial relationship should be with his family business! His needs were on point:...
The Life Insurance Waltz

The Life Insurance Waltz

At Global Investment Strategies LLC, we regularly work with high-net-worth companies and individuals, many of whom are tremendously wealthy. Every day we learn the habits of our clients in terms of wealth creation, and they continue to teach us a great deal about...
8 Estate Planning Tips

8 Estate Planning Tips

We recently met with a group of successful ranchers and farmers. As you can imagine, working the land is a very hands-on business, with active involvement by multiple members of the family. That is the case with the group we met. Our purpose in meeting was to discuss...
How You Listen Impacts Sales Success

How You Listen Impacts Sales Success

Listening well is a foundational tenet for sales success. Therefore, being cognizant of how we hear is critical because it profoundly impacts conversations, relationships, and results. Before exploring the impact of listening to sales, let me quickly share eight...
7 Sales / Marketing (Life) Lessons

7 Sales / Marketing (Life) Lessons

To be successful in sales, focus, make things better for others, realize you need relationships to be successful, and enjoy the journey. Sounds simple to say, but it’s not so simple to do. Let me offer seven lessons very apropos for the sales and marketing arena, and...