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…
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…
Fellow sales professionals, small business owners, and financial services experts, can we admit the truth? We hate prospecting but love getting referrals. The good news is that referrals can be…
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…
Happy Thursday, everyone, and welcome to another newsletter for our valued paid subscribers. Your support is greatly appreciated, and I am here to help you enhance your referral strategies. Let…
