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Read more about the article Why Don’t Financial Advisors Trust Referrals?!?
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Why Don’t Financial Advisors Trust Referrals?!?

  • Post published:October 8, 2024

Referrals are more important than ever.  This article was first published by me in January of 2021 and it is even more relevant now than back then. I think most…

Continue ReadingWhy Don’t Financial Advisors Trust Referrals?!?
Read more about the article Are Referrals Still The Best Way For You To Grow Your Business And Love Your Life

Are Referrals Still The Best Way For You To Grow Your Business And Love Your Life

  • Post published:August 27, 2024

Are Referrals Still The Best Way For You To Grow Your Business And Love Your Life?!? Short answer: if they produce results for you and your business The only ‘best’…

Continue ReadingAre Referrals Still The Best Way For You To Grow Your Business And Love Your Life
Read more about the article The Ascending Power of Referrals for Financial Advisors in an AI World
Human intelligence vs artificial intelligence. Face to face. Duel of views. Hand drawn illustration on a school blackboard.

The Ascending Power of Referrals for Financial Advisors in an AI World

  • Post published:June 18, 2024

From Seth Godin’s “Spam 3.0” blog: The rise of AI has many implications to all of us.  For those, like myself and I hope you, that love doing business directly…

Continue ReadingThe Ascending Power of Referrals for Financial Advisors in an AI World

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