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…
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…
Whether you like it or not, everything has already changed in sales. Timothy Hughes, one of the founders of DLA Ignite and the author of THE BOOK about Social Selling…
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…
Yes, I admit it. That is totally, 100% a Star Wars reference. However, there really is a dark side to referrals, especially as you become more successful. Short answer: Time…
Tomorrow is going to be epic. I imagine most of you are familiar with the expression: bucket list. One of the items on mine has always been to fly fish…
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…
Believe it or not, I use my own referral system. Yes, what I wrote about in my latest book is actually what I do for my self. Of course, everything…
There seem to be two different ‘camps’ when it comes to #networking and #referrals: The ‘wider is better’ technique people and the ‘go deeper’ camp that I am firmly a…
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…
