Fellow Advisors, I’m committed to helping financial advisors like you deliver exceptional value to your clients—especially when it comes to one of the most critical moments in a business owner’s…
I recently came across this post about executive coaching being paused and replaced by AI. It’s a conversation I know is happening in boardrooms and client meetings across the financial…
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 the world of exit planning, clarity around the role of the value adviser is essential. While you’ll hear terms like “coach” or “consultant” tossed around, a true value adviser…
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…
Exit planning has transformed dramatically in recent years, evolving from a one-time transactional event into a comprehensive, value-driven strategy. Today’s business owners expect more than just a sale — they…
Dear Business Owners, Exit Planning Professionals, and Financial Advisors, What’s the biggest risk in exit planning? It’s not just market volatility or valuation swings — it’s the “car wrecks” that…
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? …
Market turmoil, such as the current tariff situation and its impact on financial markets, presents both challenges and opportunities for financial planners and advisers in the United States. Those who…
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…
