The mindset that creates a top performing strata manager.

Everything you do is out of a moral obligation to help your client see what they should be doing, YOU are the expert. They’re looking to you for that expertise.

That means it’s your role to take a stand and always ensure your clients’ actions are in their best interests.

Allowing a client to do it “their way” is allowing them to underachieve the optimal outcome,

Understanding operating with the difference between customers and clients. Clients work with you for life and you are the trusted advisor expert in guider

A “client” is someone under the care, protection and well-being of another.
Treat everyone by that definition of “client” and you will become their most trusted advisor for LIFE, not one transaction.