The $20M Cage
Why the most successful advisors I know are often the least free. And what the Kitces data is quietly telling us about how to fix it. Last week I stood…
Renting vs. Owning: The True Cost of Your Marketing Relationships
I told you so. I've been writing about human networking for a long time. And this week, Richard van der Blom dropped a newsletter that basically confirmed everything I've been…
I’m Giving My Clients Permission to Ignore Social Media
There’s something I’ve been wanting to say out loud for a while, and I suspect many of you have been waiting to hear someone say it plainly. A lot of…
You Can Wreck a Referral Without Ever Touching the Steering Wheel: Understanding Multi-Generational Referrals When You Are Given One
One of the things that came up recently in my private client coaching work was painfully insightful: People still don’t understand the depth of what I am trying to communicate…
Maximizing Referrals: Strategies for Identifying Centers of Influence
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…