The Collaboration Tax
I had a conversation last week with two financial advisors at a firm in the Midwest. Both are CEPAs. One has held the designation for nearly five years. The other…
The $60 AI Planning Tool Is Not the Threat to Your Business…Your 1% AUM Business Model Is.
“The market is moving from seeing AI as a productivity booster to seeing it as a fee-killer,” said Sarah Miller, a senior fintech analyst. “If a $60-a-month AI tool can…
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 Yet, many of us cling to outdated methods, not because they're…
wall construction from expanded clay blocks, applying mortar with trowel
The Critical Importance of Structure in a Referral System
Last week I was out of town installing the foundation of my Predictable Referral System based on my “Can I Borrow Your Car? How Successful Financial Advisors Grow Their Business…
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Why Don’t Financial Advisors Trust Referrals?!?
Referrals are more important than ever. This article was first published by me in January of 2021 and it is even more relevant now than back then. I think most…
Drowning in a Sea of Mediocrity: Why Referrals Are Even More Valuable Than Ever in the Age of AI
“This is EXACTLY the problem we face when AI churns out content at lightning speed. We risk drowning in a sea of mediocrity. The craft of marketing -- the human…
Chicken Little Marketing: Moving From Accidental to Predictable Referrals
The biggest problem with #referrals are that they sometimes work even if you don’t really have a strategy. Hear me out...just like with the Chicken Little story, because it fell…
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’…
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…