Are you building a business that lasts, or just chasing clicks?!?
I was up early this Sunday—4:30 AM, coffee in hand—watching a new video by Pete Roberts of Origin USA. How We Fell for the Facade of Quality Pete’s on a…
How to Identify and Cultivate Ideal Clients in a Referral-Driven Financial Practice
Why are ideal clients so critical to the referral process for successful advisers? Here’s the deal: The one downside of the referral process is that it relies heavily on interpersonal…
Become the Obvious Choice: The Quantum Leap Strategy for Ideal Client Growth
I help financial advisors, CPAs, attorneys, insurance agency owners, and consultants build referral-driven practices with more ideal prospects than they can handle. In this edition, I’ll share insights from my…
Effective Ideal Client Acquisition That You Love—No Matter Where You Are in Your Career
Whether you’re just starting out or you’re a seasoned, successful advisor, the realities of client acquisition remain both deceptively simple and deeply complex. I’ve spent my career helping advisors like…
How to Select the Right Investment Banker: A Guide for Financial Advisors Navigating Exit Planning
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…
Why You Need Fewer Prospects Than You Think (If You’re Using Referrals the Right Way)
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…
Why Every Financial Advisor Needs “Safe Drivers” for Their Business Owner Clients
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…
The Role of Value Advisers in Exit Planning and Client Relationships
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…
From Buggy Whips to Breakthroughs: Why Financial Advisors Must Shift from Google Thinking to AI Thinking
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…
Evolving Definitions of Ideal Clients: A “Can I Borrow Your Car?” Perspective
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.…