Dear Business Owners, Exit Planning Professionals, and Financial Advisors, What’s the biggest risk in exit planning? It’s not just market volatility or valuation swings — it’s the “car wrecks” that…
Are you ready to fill your sales funnel with more high-quality potential clients than you can handle — while loving the process and building a business that thrives on referrals? …
“Storytelling is a universal language, and its oral tradition is an incredible — but ancient — form of communication. It’s also still wildly effective today.” I was honored to be…
Market turmoil, such as the current tariff situation and its impact on financial markets, presents both challenges and opportunities for financial planners and advisers in the United States. Those who…
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,…
If you’ve been following my content or tuning into my podcast, you know I don’t believe in shortcuts. But I do believe in more efficient ways to achieve results. When…
As a successful financial advisor managing a thriving business, you know the importance of efficiency and results. Referrals are often viewed as a slow, unpredictable way to grow your client…
Fellow sales professionals, small business owners, and financial services experts, can we admit the truth? We hate prospecting but love getting referrals. The good news is that referrals can be…
In the ever-evolving world of financial services, one strategy remains timeless: referrals. While new marketing techniques and technologies may seem more exciting, referrals continue to be the most effective way…
Do you own your marketing? If it’s easy, then everyone can do it! “If no one knows who you are—or they don’t trust you—your marketing efforts won’t matter” - Marcus…
