Do you own your marketing?
Do you own your marketing? If it’s easy, then everyone can do it! “If no one knows who you are—or they don’t trust you—your marketing efforts won’t matter” - Marcus…
Mastering the Art of Oversubscription Through Referrals
You might think it's odd coming from a referral expert like me, but here's the truth: you need to be oversubscribed by referral. I've been diving into Daniel Priestley's book…
Maximizing Referrals: Strategies for Identifying Centers of Influence
Happy Thursday, everyone, and welcome to another newsletter for our valued paid subscribers. Your support is greatly appreciated, and I am here to help you enhance your referral strategies. Let…
Does Your Marketing Have Any Soul?
Does your marketing have any soul? Maybe…if you focus on referrals in a proactive and strategic way. I love fly fishing, and I love me some fly fishing videos on…
Slow Down to Speed Up
One of the most persistent conflicts I have with my personal clients and audiences I speak to is the objections I get to spending time during the work week, on…
Why AI Means Referrals Are Even Better Now Than Ever Before For Financial Advisors That Target High Net Worth Clients and/or Business Owners
There was a tremendous post on LinkedIn recently by Mark Stouse, shared by my friend Timothy Hughes from DLA Ignite, that prompted this week’s post for my paid subscribers: AI…
The Hero’s Journey with Referrals
If you're a financial advisor who isn't swayed by the latest marketing trends and believes that human connections and referrals are the best way to grow your business, you face…
Sacred Cows and How They Hamstring Growth and Profit
The unholy power of ‘sacred cows’ on financial services practices. If I had a dollar… For every owner of a successful financial services firm that told me they couldn’t change…
Why Should They Meet You?
Why Should They Meet You? Reframing Client Acquisition
Hey there, financial advisors and wealth managers! It's your trusted friend and author of Can I Borrow Your Car? here, ready to dive deep into the world of ideal client…
Why Should I Refer You? Podcast: George Sandmann
In our latest episode of our “Why Should I Refer You?” podcast, my friend George Sandmann joins me to discuss the intricacies of referral marketing, the importance of being a…
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