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Read more about the article Bad Referrals…Almost an Oxymoron
Referral Marketing on the Mechanism of Metal Cogwheels.

Bad Referrals…Almost an Oxymoron

  • Post published:May 9, 2024

Oxymoron:  An oxymoron is a figure of speech that combines two contradictory or opposite terms. It is a phrase that contains words that seem to negate or contradict each other,…

Continue ReadingBad Referrals…Almost an Oxymoron
Read more about the article “I guess I am back”…John Wick and a Career Rebirth

“I guess I am back”…John Wick and a Career Rebirth

  • Post published:May 6, 2024

By the title of this blog, you might come to the conclusion that I am a big fan of the John Wick films and you would be 100% correct.  In…

Continue Reading“I guess I am back”…John Wick and a Career Rebirth
Read more about the article How Can Financial Planners Ask For Referrals Without Feeling Like A Salesperson?

How Can Financial Planners Ask For Referrals Without Feeling Like A Salesperson?

  • Post published:November 1, 2021

Great question, even if I did ask it myself.Take it from one of the greatest rock bands of all time, The Rolling Stones:“You can't always get what you want, But…

Continue ReadingHow Can Financial Planners Ask For Referrals Without Feeling Like A Salesperson?
Read more about the article How Can I Trust My Marketing? You Aren’t Doing Anything… Enough!

How Can I Trust My Marketing? You Aren’t Doing Anything… Enough!

  • Post published:October 17, 2021

I had a moment of insight and clarity this morning. There was this amazing moment when 20+ years of business coaching, writing a bestseller on referral marketing and what I…

Continue ReadingHow Can I Trust My Marketing? You Aren’t Doing Anything… Enough!
Read more about the article Chicken Little Marketing: Moving to Predictable Referrals

Chicken Little Marketing: Moving to Predictable Referrals

  • Post published:March 9, 2021

The biggest problem with #referrals is that they sometimes work even if you don’t really have a strategy. Hear me out...just like with the Chicken Little story, because it fell…

Continue ReadingChicken Little Marketing: Moving to Predictable Referrals
Read more about the article Putting #referrals to the test: How to trust referrals as a Financial Advisor

Putting #referrals to the test: How to trust referrals as a Financial Advisor

  • Post published:February 25, 2021

You can trust referrals. Seems simple, but, do you believe it?I have spent all of my career on #referrals. Either chasing them as a brand new sales rep in the…

Continue ReadingPutting #referrals to the test: How to trust referrals as a Financial Advisor
Read more about the article Why Don’t Financial Advisors Trust Referrals?

Why Don’t Financial Advisors Trust Referrals?

  • Post published:January 31, 2021

Referrals are more important than ever.I think most sales professionals and sales managers would agree with that statement in almost all industries. If that is the case, why don’t they…

Continue ReadingWhy Don’t Financial Advisors Trust Referrals?
Read more about the article “Should I join a Referral Group?” The 100% Definitive Answer: Maybe.

“Should I join a Referral Group?” The 100% Definitive Answer: Maybe.

  • Post published:December 16, 2020

A friend sent me a LinkedIn message this morning asking for advice on selecting a referral group for his wife to join with her new franchise business. As I started…

Continue Reading“Should I join a Referral Group?” The 100% Definitive Answer: Maybe.
Read more about the article Getting More And Better Appointments for Financial Advisors

Getting More And Better Appointments for Financial Advisors

  • Post published:July 3, 2020

Appointments. That is what you want and that is what you desperately need to have a system that you trust to consistently provide if you are a #financialadvisor. This focus…

Continue ReadingGetting More And Better Appointments for Financial Advisors
Read more about the article My Father’s Day Experience

My Father’s Day Experience

  • Post published:June 22, 2020

Today my son is 17 years old. Yesterday was Fathers Day here in the states. Every year this is a very significant experience for me because of the journey. Fatherhood…

Continue ReadingMy Father’s Day Experience
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