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Read more about the article How to Identify and Cultivate Ideal Clients in a Referral-Driven Financial Practice

How to Identify and Cultivate Ideal Clients in a Referral-Driven Financial Practice

  • Post published:June 24, 2025

Why are ideal clients so critical to the referral process for successful advisers? Here’s the deal: The one downside of the referral process is that it relies heavily on interpersonal…

Continue ReadingHow to Identify and Cultivate Ideal Clients in a Referral-Driven Financial Practice
Read more about the article Effective Ideal Client Acquisition That You Love—No Matter Where You Are in Your Career

Effective Ideal Client Acquisition That You Love—No Matter Where You Are in Your Career

  • Post published:June 10, 2025

Whether you’re just starting out or you’re a seasoned, successful advisor, the realities of client acquisition remain both deceptively simple and deeply complex. I’ve spent my career helping advisors like…

Continue ReadingEffective Ideal Client Acquisition That You Love—No Matter Where You Are in Your Career
Read more about the article How to Select the Right Investment Banker: A Guide for Financial Advisors Navigating Exit Planning

How to Select the Right Investment Banker: A Guide for Financial Advisors Navigating Exit Planning

  • Post published:June 5, 2025

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…

Continue ReadingHow to Select the Right Investment Banker: A Guide for Financial Advisors Navigating Exit Planning
Read more about the article Why Referrals — and Human Relationships — Matter More Than Ever in the Age of AI

Why Referrals — and Human Relationships — Matter More Than Ever in the Age of AI

  • Post published:May 29, 2025

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…

Continue ReadingWhy Referrals — and Human Relationships — Matter More Than Ever in the Age of AI
Read more about the article Why Every Financial Advisor Needs “Safe Drivers” for Their Business Owner Clients

Why Every Financial Advisor Needs “Safe Drivers” for Their Business Owner Clients

  • Post published:May 22, 2025

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…

Continue ReadingWhy Every Financial Advisor Needs “Safe Drivers” for Their Business Owner Clients
Read more about the article The Role of Value Advisers in Exit Planning and Client Relationships

The Role of Value Advisers in Exit Planning and Client Relationships

  • Post published:May 20, 2025

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…

Continue ReadingThe Role of Value Advisers in Exit Planning and Client Relationships
Read more about the article From Buggy Whips to Breakthroughs: Why Financial Advisors Must Shift from Google Thinking to AI Thinking

From Buggy Whips to Breakthroughs: Why Financial Advisors Must Shift from Google Thinking to AI Thinking

  • Post published:May 15, 2025

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…

Continue ReadingFrom Buggy Whips to Breakthroughs: Why Financial Advisors Must Shift from Google Thinking to AI Thinking
Read more about the article Introduction to Modern Exit Planning: Setting the Stage for Growth and Collaboration

Introduction to Modern Exit Planning: Setting the Stage for Growth and Collaboration

  • Post published:May 1, 2025

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…

Continue ReadingIntroduction to Modern Exit Planning: Setting the Stage for Growth and Collaboration
Read more about the article Navigating the Exit Planning Process: Avoiding Car Wrecks in Business Transitions

Navigating the Exit Planning Process: Avoiding Car Wrecks in Business Transitions

  • Post published:April 24, 2025

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…

Continue ReadingNavigating the Exit Planning Process: Avoiding Car Wrecks in Business Transitions
Read more about the article Simplifying the Referral Process: A Strategic Approach for Financial Services Leaders

Simplifying the Referral Process: A Strategic Approach for Financial Services Leaders

  • Post published:April 22, 2025

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? …

Continue ReadingSimplifying the Referral Process: A Strategic Approach for Financial Services Leaders
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