Rob’s Quotes


He who owns the plan owns the client”

An advisor’s reputation isn’t defined by his/her best clients but rather they are defined by their worst clients”

Focus on who you are keeping rather than who you are going to segment”

Play to win instead of playing to not lose”

Ask yourself, ‘Am I focusing on scarcity or abundance?”

Phone tag is an insidious thief of time”

Always put the client first”

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