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…
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.…
As we wrap up the 2025 Exit Planning Institute Summit — where I’m honored to be the 2024 Member of the Year — I want to share some key insights…
This week’s newsletter comes to you from Port Charlotte, Florida, where I’m attending the 2025 Exit Planning Institute Annual Summit. As always, my mind is on collaboration because after connecting…
Are you ready to fill your sales funnel with more high-quality potential clients than you can handle — while loving the process and building a business that thrives on referrals? …
Let’s get straight to the point: Do you understand one of the most uncomfortable truths about predictable referrals for serious professionals? Here it is: the more difficult, the more effort,…
Asking for referrals can be one of the most effective ways for financial planners to grow their client base, but it often comes with the fear of appearing pushy or…
If you’ve been following my content or tuning into my podcast, you know I don’t believe in shortcuts. But I do believe in more efficient ways to achieve results. When…
As a successful financial advisor managing a thriving business, you know the importance of efficiency and results. Referrals are often viewed as a slow, unpredictable way to grow your client…
In the ever-evolving world of financial services, one strategy remains timeless: referrals. While new marketing techniques and technologies may seem more exciting, referrals continue to be the most effective way…
