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Read more about the article What Would You Do If?! Health Scare and the Power of Relationships
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What Would You Do If?! Health Scare and the Power of Relationships

  • Post published:May 30, 2024

If you follow me regularly on LinkedIn, you might have noticed a post I did a week ago about a health scare I had.  In short, after a hard week…

Continue ReadingWhat Would You Do If?! Health Scare and the Power of Relationships
Read more about the article The Road Less Traveled: Next Level Secrets for Powerful COI Relationships
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The Road Less Traveled: Next Level Secrets for Powerful COI Relationships

  • Post published:May 28, 2024

Robert Frost has a famous poem called ‘The Road Not Taken’ in which he describes a fork in a road in the woods and how one side is clearly more…

Continue ReadingThe Road Less Traveled: Next Level Secrets for Powerful COI Relationships
Read more about the article Are you worth meeting?

Are you worth meeting?

  • Post published:May 23, 2024

Are you worth meeting? An even better question:  Are you worth my introducing you? Those two questions, believe it or not, are the primary reasons why you are, or, are…

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Read more about the article How to Grow Your Financial Services Business:  Picking From Too Many Good Options

How to Grow Your Financial Services Business: Picking From Too Many Good Options

  • Post published:May 14, 2024

“Everything works…some of the time.” Domenick Swentosky, author of Troutbitten.com and Fly Fishing Guide in State College, PA Dom is a friend and massive mentor to me in the #flyfishing…

Continue ReadingHow to Grow Your Financial Services Business: Picking From Too Many Good Options
Read more about the article Bad Referrals…Almost an Oxymoron
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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,…

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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…

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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…

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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
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