Evolving Definitions of Ideal Clients: A “Can I Borrow Your Car?” Perspective
Advisors, This week, I want to challenge your thinking around the concept of the “ideal client” — a term that’s central to my Can I Borrow Your Car? referral methodology.…
Are You A Safe Driver? Navigating Collaboration With Other Professionals In The Exit Planning Process
As we wrap up the 2025 Exit Planning Institute Summit — where I’m honored to be the 2024 Member of the Year — I want to share some key insights…
Charismatic Collaboration
This week’s newsletter comes to you from Port Charlotte, Florida, where I’m attending the 2025 Exit Planning Institute Annual Summit. As always, my mind is on collaboration because after connecting…
Simplifying the Referral Process: A Strategic Approach for Financial Services Leaders
Are you ready to fill your sales funnel with more high-quality potential clients than you can handle — while loving the process and building a business that thrives on referrals? …
How Hard Are You to Introduce?
Let’s get straight to the point: Do you understand one of the most uncomfortable truths about predictable referrals for serious professionals? Here it is: the more difficult, the more effort,…
How Successful Financial Advisors Can Ask for Referrals Without Feeling Like a Salesperson
Asking for referrals can be one of the most effective ways for financial planners to grow their client base, but it often comes with the fear of appearing pushy or…
Unlock Fast & Predictable Results with a Referral System: How to Get Referrals Faster by Focusing on What Matters Most
If you’ve been following my content or tuning into my podcast, you know I don’t believe in shortcuts. But I do believe in more efficient ways to achieve results. When…
Build a Sustainable Client Pipeline: Unlock Immediate Results with the “I Love Referrals” System
As a successful financial advisor managing a thriving business, you know the importance of efficiency and results. Referrals are often viewed as a slow, unpredictable way to grow your client…
The Power of Referrals in Financial Services Marketing
In the ever-evolving world of financial services, one strategy remains timeless: referrals. While new marketing techniques and technologies may seem more exciting, referrals continue to be the most effective way…
Sacred Cows and How They Hamstring Growth and Profit
The unholy power of ‘sacred cows’ on financial services practices. If I had a dollar… For every owner of a successful financial services firm that told me they couldn’t change…