I want to address the biggest problem I see on Linkedin for financial advisors and planners: Skipping strategy. This is why so many of you are working hard (if you…
You may have noticed that there are no shortage of social media posts on any platform you can think of. A natural response to that from #financialadvisors looking to grow…
Whether you like it or not, everything has already changed in sales. Timothy Hughes, one of the founders of DLA Ignite and the author of THE BOOK about Social Selling…
Do you love/hate #socialmedia?!? I get it and I feel both emotions at different times, but, I love referrals ALL the time. That means, as I have come to believe…
Yes, I admit it. That is totally, 100% a Star Wars reference. However, there really is a dark side to referrals, especially as you become more successful. Short answer: Time…
Tomorrow is going to be epic. I imagine most of you are familiar with the expression: bucket list. One of the items on mine has always been to fly fish…
Can I get an Amen?!? I know how it feels as an elite financial advisor that is referring to other professionals, the one’s our managers and trainers told us were…
Do you know your business model? Seriously, I am not talking about your comp/payout here. How do you drive EBITDA and enterprise value in your business (if it's not written…
From Seth Godin’s “Spam 3.0” blog: The rise of AI has many implications to all of us. For those, like myself and I hope you, that love doing business directly…
Activity wins in sales and since #referrals are a part of the sales process, we need to make sure we have consistent and effective activity if we want to make…
