Over the weekend, I was listening to Mark Schaefer’s Marketing Companion podcast. His guest, Gini Dietrich (author of Spin Sucks), was unpacking the PESO model: Paid, Earned, Shared, Owned media.…
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…
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…
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…
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.…
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…
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…
Hello friends, As many of you know, my mission is to help financial advisors like you fill your sales funnel so full of ideal clients that you need a waiting…
In 2024, I was honored to be named the Exit Planning Institute Member of the Year. Not because I had the loudest marketing or the flashiest tech, but because I’ve…
Advisors, This week, I want to challenge your thinking around the concept of the “ideal client” — a term that’s central to my Can I Borrow Your Car? referral methodology.…
