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…
Black happy financial advisor greeting with her clients in the office.
How to Reduce Frustration with Centers of Influence as an Elite Financial Advisor
Can I get an Amen?!? I know how it feels as an elite financial advisor that is referring to other professionals, the one’s our managers and trainers told us were…
Old vintage balanced scales on black background
Business Models and Broker/Dealers: Sometimes the Grass is Greener and Sometimes it is Most Definitely Not
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…
Landscape with fork rural roads in forest
The Road Less Traveled: Next Level Secrets for Powerful COI Relationships
Robert Frost has a famous poem called ‘The Road Not Taken’ in which he describes a fork in a road in the woods and how one side is clearly more…
How to Grow Your Financial Services Business: Picking From Too Many Good Options
“Everything works…some of the time.” Domenick Swentosky, author of Troutbitten.com and Fly Fishing Guide in State College, PA Dom is a friend and massive mentor to me in the #flyfishing…