Reciprocity. It’s the unspoken currency of referrals and collaboration and the single biggest reason why most financial advisors and professionals fail to build a predictable referral pipeline. Let’s stop sugarcoating…
A client recently asked me how to set up a meeting with a key center of influence—a referral source who could truly move the needle for their business. Like many…
I recently had one of those rare moments of absolute clarity. As someone who has spent a lifetime in the world of referrals and trusted relationships, I’ve always known the…
I was up early this Sunday—4:30 AM, coffee in hand—watching a new video by Pete Roberts of Origin USA. How We Fell for the Facade of Quality Pete’s on a…
I've been diving into 80/20 Sales and Marketing: The Definitive Guide to Working Less and Making More by Perry Marshall. Actually, I’ve been listening to Audible and bought the hardcover…
You’re wondering if hiring a consultant is going to be a complete waste of money. You’ve either been burned before or you’ve heard horror stories. Thousands spent, nothing to show.…
Why are ideal clients so critical to the referral process for successful advisers? Here’s the deal: The one downside of the referral process is that it relies heavily on interpersonal…
I help financial advisors, CPAs, attorneys, insurance agency owners, and consultants build referral-driven practices with more ideal prospects than they can handle. In this edition, I’ll share insights from my…
Whether you’re just starting out or you’re a seasoned, successful advisor, the realities of client acquisition remain both deceptively simple and deeply complex. I’ve spent my career helping advisors like…
Fellow Advisors, I’m committed to helping financial advisors like you deliver exceptional value to your clients—especially when it comes to one of the most critical moments in a business owner’s…
