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  • About Us
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  • Our Method
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  • Join SRT
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Sales

Read more about the article You’re Trying Too Hard: The Real Reason You Aren’t Giving and Getting More Referrals

You’re Trying Too Hard: The Real Reason You Aren’t Giving and Getting More Referrals

  • Post published:April 14, 2026

Every single week, as I work and talk with clients, referral sources, and friends in business, I uncover the same thing: massive opportunities sitting inside referral networks, inside relationships with…

Continue ReadingYou’re Trying Too Hard: The Real Reason You Aren’t Giving and Getting More Referrals
Read more about the article The Reality of Sales Today:  You Were Chosen Before They Called You

The Reality of Sales Today: You Were Chosen Before They Called You

  • Post published:March 31, 2026

My friend Adam Gray posted something on LinkedIn this week that stopped me mid-scroll. He was breaking down the 2025 6sense Buyer Experience Report, and one stat in particular hit…

Continue ReadingThe Reality of Sales Today: You Were Chosen Before They Called You
Read more about the article Renting vs. Owning: The True Cost of Your Marketing Relationships

Renting vs. Owning: The True Cost of Your Marketing Relationships

  • Post published:March 24, 2026

I told you so. I've been writing about human networking for a long time. And this week, Richard van der Blom dropped a newsletter that basically confirmed everything I've been…

Continue ReadingRenting vs. Owning: The True Cost of Your Marketing Relationships
Read more about the article The Beauty of Business by Referral: Building Relationships that Matter

The Beauty of Business by Referral: Building Relationships that Matter

  • Post published:March 17, 2026

This week I want to talk about something that lives at the very center of who I am and how I do business:  I want to talk about beauty. Beauty…

Continue ReadingThe Beauty of Business by Referral: Building Relationships that Matter
Read more about the article Building Trust for Effective Referrals

Building Trust for Effective Referrals

  • Post published:February 24, 2026

Every real business can be pressure-tested by three questions. One, why should a prospect meet you? Two, why should a prospect choose to buy from you? Three, why should a…

Continue ReadingBuilding Trust for Effective Referrals
Read more about the article The $60 AI Planning Tool Is Not the Threat to Your Business…Your 1% AUM Business Model Is.

The $60 AI Planning Tool Is Not the Threat to Your Business…Your 1% AUM Business Model Is.

  • Post published:February 17, 2026

“The market is moving from seeing AI as a productivity booster to seeing it as a fee-killer,” said Sarah Miller, a senior fintech analyst. “If a $60-a-month AI tool can…

Continue ReadingThe $60 AI Planning Tool Is Not the Threat to Your Business…Your 1% AUM Business Model Is.
Read more about the article Are You a Sales Organization? If Not, You Will Struggle as an Advisor to Business Owners and a CEPA

Are You a Sales Organization? If Not, You Will Struggle as an Advisor to Business Owners and a CEPA

  • Post published:February 10, 2026

Let me start with a question that makes a lot of advisors uncomfortable, usually because they already know the answer. Are you a sales organization? Not “do you sell.” Not…

Continue ReadingAre You a Sales Organization? If Not, You Will Struggle as an Advisor to Business Owners and a CEPA
Read more about the article From Test Drive to Turbo Boost: Why Referrals Are Even More Important for Ideal Client Acquisition in an AI World

From Test Drive to Turbo Boost: Why Referrals Are Even More Important for Ideal Client Acquisition in an AI World

  • Post published:November 18, 2025

The shift has already happened. Buyers are moving from search behavior to answer behavior. This shift will keep accelerating as AI becomes the primary way people look for information and…

Continue ReadingFrom Test Drive to Turbo Boost: Why Referrals Are Even More Important for Ideal Client Acquisition in an AI World
Read more about the article Navigating Sales in an AI-Driven Marketplace: The Power of Referrals

Navigating Sales in an AI-Driven Marketplace: The Power of Referrals

  • Post published:November 11, 2025

Let’s be honest. None of us really knows how sales will evolve as artificial intelligence becomes part of everything we do. We don’t know which algorithms will decide which advisors,…

Continue ReadingNavigating Sales in an AI-Driven Marketplace: The Power of Referrals
Read more about the article The Dichotomy of Sales as an Owner

The Dichotomy of Sales as an Owner

  • Post published:October 28, 2025

After finally catching up on sleep, there’s a fresh sense of clarity and readiness this morning. Let’s get straight to what matters most for owners of professional services firms, whether…

Continue ReadingThe Dichotomy of Sales as an Owner
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