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Exit Planning

Read more about the article How deep are the roots of your network?

How deep are the roots of your network?

  • Post published:June 25, 2024

There seem to be two different ‘camps’ when it comes to #networking and #referrals:  The ‘wider is better’ technique people and the ‘go deeper’ camp that I am firmly a…

Continue ReadingHow deep are the roots of your network?
Read more about the article Business Models and Broker/Dealers: Sometimes the Grass is Greener and Sometimes it is Most Definitely Not
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Business Models and Broker/Dealers: Sometimes the Grass is Greener and Sometimes it is Most Definitely Not

  • Post published:June 20, 2024

Do you know your business model?  Seriously, I am not talking about your comp/payout here. How do you drive EBITDA and enterprise value in your business (if it's not written…

Continue ReadingBusiness Models and Broker/Dealers: Sometimes the Grass is Greener and Sometimes it is Most Definitely Not
Read more about the article The Ascending Power of Referrals for Financial Advisors in an AI World
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The Ascending Power of Referrals for Financial Advisors in an AI World

  • Post published:June 18, 2024

From Seth Godin’s “Spam 3.0” blog: The rise of AI has many implications to all of us.  For those, like myself and I hope you, that love doing business directly…

Continue ReadingThe Ascending Power of Referrals for Financial Advisors in an AI World
Read more about the article 5 Reasons You Always Need A Beginners Mindset With Referrals

5 Reasons You Always Need A Beginners Mindset With Referrals

  • Post published:June 11, 2024

As many long time readers/followers will already know, I am slightly obsessed and passionate about #flyfishing and #referrals. While these two areas of my life don’t always overlap, today’s blog…

Continue Reading5 Reasons You Always Need A Beginners Mindset With Referrals
Read more about the article What Would You Do If?! Health Scare and the Power of Relationships
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What Would You Do If?! Health Scare and the Power of Relationships

  • Post published:May 30, 2024

If you follow me regularly on LinkedIn, you might have noticed a post I did a week ago about a health scare I had.  In short, after a hard week…

Continue ReadingWhat Would You Do If?! Health Scare and the Power of Relationships
Read more about the article “I guess I am back”…John Wick and a Career Rebirth

“I guess I am back”…John Wick and a Career Rebirth

  • Post published:May 6, 2024

By the title of this blog, you might come to the conclusion that I am a big fan of the John Wick films and you would be 100% correct.  In…

Continue Reading“I guess I am back”…John Wick and a Career Rebirth
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