Stop Hiding Behind Email: The Real Secret to High-Value Referral Meetings
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…
The Art of Collaboration in Exit Planning: Why Referrals and Risk Mitigation Matter More Than Ever
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…
Are you building a business that lasts, or just chasing clicks?!?
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…
Mastering the 80/20 Rule in Referrals and Client Acquisition
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…
How Can I Make Sure That Paying For Consulting Is Worth It?
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.…
How to Identify and Cultivate Ideal Clients in a Referral-Driven Financial Practice
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…
Become the Obvious Choice: The Quantum Leap Strategy for Ideal Client Growth
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…
Effective Ideal Client Acquisition That You Love—No Matter Where You Are in Your Career
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…
How to Select the Right Investment Banker: A Guide for Financial Advisors Navigating Exit Planning
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…
Why You Need Fewer Prospects Than You Think (If You’re Using Referrals the Right Way)
If you’re a successful professional advisor — whether you’re a financial advisor, CPA, attorney, M&A professional, investment banker, consultant, or coach — you already know this truth: as your career…