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Read more about the article How to Select the Right Investment Banker: A Guide for Financial Advisors Navigating Exit Planning

How to Select the Right Investment Banker: A Guide for Financial Advisors Navigating Exit Planning

  • Post published:June 5, 2025

Fellow Advisors, I’m committed to helping financial advisors like you deliver exceptional value to your clients—especially when it comes to one of the most critical moments in a business owner’s…

Continue ReadingHow to Select the Right Investment Banker: A Guide for Financial Advisors Navigating Exit Planning
Read more about the article Why You Need Fewer Prospects Than You Think (If You’re Using Referrals the Right Way)

Why You Need Fewer Prospects Than You Think (If You’re Using Referrals the Right Way)

  • Post published:June 3, 2025

If you’re a successful professional advisor — whether you’re a financial advisor, CPA, attorney, M&A professional, investment banker, consultant, or coach — you already know this truth: as your career…

Continue ReadingWhy You Need Fewer Prospects Than You Think (If You’re Using Referrals the Right Way)
Read more about the article Why Every Financial Advisor Needs “Safe Drivers” for Their Business Owner Clients

Why Every Financial Advisor Needs “Safe Drivers” for Their Business Owner Clients

  • Post published:May 22, 2025

Hello friends, As many of you know, my mission is to help financial advisors like you fill your sales funnel so full of ideal clients that you need a waiting…

Continue ReadingWhy Every Financial Advisor Needs “Safe Drivers” for Their Business Owner Clients
Read more about the article The Role of Value Advisers in Exit Planning and Client Relationships

The Role of Value Advisers in Exit Planning and Client Relationships

  • Post published:May 20, 2025

In the world of exit planning, clarity around the role of the value adviser is essential. While you’ll hear terms like “coach” or “consultant” tossed around, a true value adviser…

Continue ReadingThe Role of Value Advisers in Exit Planning and Client Relationships
Read more about the article From Buggy Whips to Breakthroughs: Why Financial Advisors Must Shift from Google Thinking to AI Thinking

From Buggy Whips to Breakthroughs: Why Financial Advisors Must Shift from Google Thinking to AI Thinking

  • Post published:May 15, 2025

In 2024, I was honored to be named the Exit Planning Institute Member of the Year. Not because I had the loudest marketing or the flashiest tech, but because I’ve…

Continue ReadingFrom Buggy Whips to Breakthroughs: Why Financial Advisors Must Shift from Google Thinking to AI Thinking
Read more about the article Evolving Definitions of Ideal Clients: A “Can I Borrow Your Car?” Perspective

Evolving Definitions of Ideal Clients: A “Can I Borrow Your Car?” Perspective

  • Post published:May 13, 2025

Advisors, This week, I want to challenge your thinking around the concept of the “ideal client” — a term that’s central to my Can I Borrow Your Car? referral methodology.…

Continue ReadingEvolving Definitions of Ideal Clients: A “Can I Borrow Your Car?” Perspective
Read more about the article Are You A Safe Driver? Navigating Collaboration With Other Professionals In The Exit Planning Process

Are You A Safe Driver? Navigating Collaboration With Other Professionals In The Exit Planning Process

  • Post published:May 8, 2025

As we wrap up the 2025 Exit Planning Institute Summit — where I’m honored to be the 2024 Member of the Year — I want to share some key insights…

Continue ReadingAre You A Safe Driver? Navigating Collaboration With Other Professionals In The Exit Planning Process
Read more about the article Charismatic Collaboration

Charismatic Collaboration

  • Post published:May 6, 2025

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…

Continue ReadingCharismatic Collaboration
Read more about the article Introduction to Modern Exit Planning: Setting the Stage for Growth and Collaboration

Introduction to Modern Exit Planning: Setting the Stage for Growth and Collaboration

  • Post published:May 1, 2025

Exit planning has transformed dramatically in recent years, evolving from a one-time transactional event into a comprehensive, value-driven strategy. Today’s business owners expect more than just a sale — they…

Continue ReadingIntroduction to Modern Exit Planning: Setting the Stage for Growth and Collaboration
Read more about the article Unlocking Growth and Exit Success: The Power of Centers of Influence and the “Can I Borrow Your Car?” Methodology

Unlocking Growth and Exit Success: The Power of Centers of Influence and the “Can I Borrow Your Car?” Methodology

  • Post published:April 29, 2025

This week’s newsletter kicks off a new series on one of the most powerful drivers of business growth and successful exit planning: Centers of Influence (COIs). We’ll also spotlight the…

Continue ReadingUnlocking Growth and Exit Success: The Power of Centers of Influence and the “Can I Borrow Your Car?” Methodology
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