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…
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,…
Mastering the Art of Oversubscription Through Referrals
You might think it's odd coming from a referral expert like me, but here's the truth: you need to be oversubscribed by referral. I've been diving into Daniel Priestley's book…
Does Your Marketing Have Any Soul?
Does your marketing have any soul? Maybe…if you focus on referrals in a proactive and strategic way. I love fly fishing, and I love me some fly fishing videos on…
The Hero’s Journey with Referrals
If you're a financial advisor who isn't swayed by the latest marketing trends and believes that human connections and referrals are the best way to grow your business, you face…