The Dichotomy of Sales as an Owner
After finally catching up on sleep, there’s a fresh sense of clarity and readiness this morning. Let’s get straight to what matters most for owners of professional services firms, whether…
Mastering Ideal Client Acquisition for Owners of Professional Services Firms
Ideal client acquisition is the only sustainable growth path for serious professional advisors. Let’s be honest…you are already successful and for you to personally invest time in business development it…
The #1 Reason Referrals are the best: Skipping to the Front of the Line In The Sales Process
Every professional advisor I know wants the same thing: quality conversations with the right people at the right time. The problem? Most of us end up meeting prospects late in…
Authenticity, Vulnerability, and Why Referrals Win In The Age of AI
“Storytelling is a universal language, and its oral tradition is an incredible — but ancient — form of communication. It’s also still wildly effective today.” I was honored to be…
From Hating Prospecting to Loving Referrals – Unlocking the Power of Giving in Sales
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…
We are moving!
We are moving! Short story: I am consolidating my two blogs into one, effective January 2025. The Finish With A Sprint blog will become a part of my Can I…
Why Should I Refer You? Podcast: Tina Corner Stolz
My book, Can I Borrow Your Car? is about referrals and asking the question: are you referrable? That question is one of the main reasons I wanted to have Tina…
Why Should I Refer You? Podcast: Larry Levine
This podcast is the natural progression of my book, Can I Borrow Your Car? When I decided to launch "Why Should I Refer You?" I knew who the first guest…
The Power of Referrals: Why We Should Embrace a New (Ancient) Approach to Business Growth
In the world of professional services, particularly for financial advisors, the way we grow our businesses is constantly evolving. Yet, many of us cling to outdated methods, not because they're…
AI Generated
How Big Companies Can Sell Small And Win Ideal Clients
This is part 1 of a two-part series on sales and the referral process. Next week will be on the opposite side of the ledger, so to speak. When looking…