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…
We are moving!
We are moving! Short story: I am consolidating my two blogs into one, effective January 2025. The Finish With A Sprint blog will become a part of my Can I…
AI Generated
‘Tis the Season: The Glorious Power of Networking in December
I love December. It is my favorite time of the year to do some really deep networking. When I was in outside sales, many moons ago, I used to hate…
Why Should I Refer You? Podcast: John Lusher
When your marketing guy is a close personal friend and business associate, it makes the relationship more enjoyable, and provides a level of trust that you need when you are…
Why Should I Refer You? Podcast: Tina Corner Stolz
My book, Can I Borrow Your Car? is about referrals and asking the question: are you referrable? That question is one of the main reasons I wanted to have Tina…
The Enemy Gets a Vote: Real Talk About Adversity and Community
I am writing this week's blog Tuesday night ahead of the Thursday publication date. Normally, I am trying to inspire or educate. Not this time. When talking to business owners,…
Why Should I Refer You? Podcast: Larry Levine
This podcast is the natural progression of my book, Can I Borrow Your Car? When I decided to launch "Why Should I Refer You?" I knew who the first guest…
AI Generated
The Strategic Referral Team Methodology
I have been working on this one for decades. This will be on the SRT website sometime this week, but I couldn’t wait to share it. I was compelled to…
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