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…
Why Should They Meet You?
Why Should They Meet You? Reframing Client Acquisition
Hey there, financial advisors and wealth managers! It's your trusted friend and author of Can I Borrow Your Car? here, ready to dive deep into the world of ideal client…