AI Generated Image
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…
Writing note showing Referrals. Business photo showcasing Act of referring someone or something for consultation review.
You Gotta Want It: Referrals and Relationships Thrive on Commitment
For someone that has published multiple books on referral marketing this next statement might sound a little crazy: Referrals aren’t for everyone. Let’s look at my average client: The owner…
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…
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’…
Can I Get New Ideal Clients From Social? Financial Advisors Need To Stop Skipping Strategy First.
I want to address the biggest problem I see on Linkedin for financial advisors and planners: Skipping strategy. This is why so many of you are working hard (if you…
Flip The Script: Foundations for Success Integrating Referrals and Social Media: Part 1
You may have noticed that there are no shortage of social media posts on any platform you can think of. A natural response to that from #financialadvisors looking to grow…
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…