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…
Concept image of a Red Pin on calendar with word MEETING to remind for important appointment. 3D Render Illustration of Meeting Calendar. Pinned day, closeup.
The Power of Recurring Events in Turbocharging Referrals for Financial Advisors
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…
Landscape with fork rural roads in forest
The Road Less Traveled: Next Level Secrets for Powerful COI Relationships
Robert Frost has a famous poem called ‘The Road Not Taken’ in which he describes a fork in a road in the woods and how one side is clearly more…
Are you worth meeting?
Are you worth meeting? An even better question: Are you worth my introducing you? Those two questions, believe it or not, are the primary reasons why you are, or, are…
How to Grow Your Financial Services Business: Picking From Too Many Good Options
“Everything works…some of the time.” Domenick Swentosky, author of Troutbitten.com and Fly Fishing Guide in State College, PA Dom is a friend and massive mentor to me in the #flyfishing…