Are Referrals Still The Best Way For You To Grow Your Business And Love Your Life
Are Referrals Still The Best Way For You To Grow Your Business And Love Your Life?!? Short answer: if they produce results for you and your business The only ‘best’…
Can I Get New Ideal Clients From Social? Financial Advisors Need To Stop Skipping Strategy First.
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…
Flip The Script: Foundations for Success Integrating Referrals and Social Media: Part 1
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…
Man pushes virtual social media app icon on a dark background, connection to social media concept
The Party Has Already Started And You Are Late: Why Social Media is Essential For Financial Advisors: Part 2
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…
Why Social Media is Critical For Referral Success For Financial Advisors
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…
The Dark Side of Referrals for Successful Financial Advisors
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…
Bucket List: Experiences Matter More
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…
Black happy financial advisor greeting with her clients in the office.
How to Reduce Frustration with Centers of Influence as an Elite Financial Advisor
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…
Old vintage balanced scales on black background
Business Models and Broker/Dealers: Sometimes the Grass is Greener and Sometimes it is Most Definitely Not
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…
Human intelligence vs artificial intelligence. Face to face. Duel of views. Hand drawn illustration on a school blackboard.
The Ascending Power of Referrals for Financial Advisors in an AI World
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…