“How can I generate MORE leads?” Trick question (or not). I hear it all the time. From established RIAs with hundreds of millions of dollars on their books to financial advisors and planners trying to breakthrough 100 million the first time. “How can I generate MORE leads?” They say… “If I could generate more high-quality […]
How to Build a 7-Figure & Beyond Financial Advisory Business that You Enjoy
Do you want to cut through the B—S— that’s holding you back? I know that finding the right person to help you build your business can be tough.There is a lot of B—S— out here.Selecting a coach or mentor can be confusing.A lot of promises are made. And there’s way too much hype. Cookie-cutter, […]
Too Busy to Call Prospects?
Are you ever too busy to follow-up with your active prospects? Have you ever allowed a lead to slip through the cracks? Though these may sound like silly questions, I often speak with successful financial advisors whose biggest “problem” is finding time to keep up with their leads. Thanks to referrals, networking and other marketing […]
How to Make Sure You Have Your Best Vacation Ever
As a successful financial professional, you have chosen one of the most challenging professions in the world. Entrepreneur, financial authority and community leader are among the many hats you may wear on a daily basis. The work you do for your clients, family, self and community is vitally important.
Time(ly) Tips from Punxsutawney
I spent a lot of time in Punxsutawney with my grandmother (Grace) over the years. So I’m a big fan of the movie, Groundhog Day. In one scene, Phil Connors (Bill Murray) says… “You want a prediction about the weather? You’re asking the wrong Phil. I’m going to give you a prediction about this winter? It’s going to be cold, […]
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