AI Ate the Information. It Still Can’t Get an Introduction.
A friend sent me the new BCG white paper on how AI is rewiring wealth management, and I want to be fair to it. This is a good paper, and…
Clarity Before Capacity: Why Referrals Matter More in the AI Era
Let me give credit where it is due before I start swinging. This piece was sparked by a recent Substack post from Dave Brock on capacity, clarity, and AI. Dave…
Be Real, Be Human, Be Authentic
If you have watched even one of my videos, you already know how I close every single one of them. I say the same three things every time: Be real,…
AI Generated Image
Why Don’t Financial Advisors Trust Referrals?!?
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…
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?!? Short answer: if they produce results for you and your business The only ‘best’…
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
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…