Leveling Up
Are you ready to level up? Sometimes we get in our own ways. We keep ourselves from seeing, believing and achieving the goals and dreams we have for our businesses and lives. Here’s a quick video to help “level up”. Click Here to Schedule a Fast-Track Call Get the Guidance You Need to Achieve Your […]
Lies, Damned Lies, Marketing Hype
Discover the 7 Inescapable Truths of Results-Focused Financial Advisor Marketing Click Here to Register Get the Guidance You Need to Achieve Your Next Level of Business Success There’s a reason athletes and top executives have coaches … because coaches help them perform better. A good coach can correct mistakes and draw out talent that the student […]
Is there too much “drama” in your business?
Schedule Your Fast-Track Call Get the Guidance You Need to Achieve Your Next Level of Business Success There’s a reason athletes and top executives have coaches … because coaches help them perform better. A good coach can correct mistakes and draw out talent that the student didn’t even know they had. And here’s the thing, coaches aren’t […]
7-Figures, Purpose Driven
Schedule Your Fast-Track Call Get the Guidance You Need to Achieve Your Next Level of Business Success There’s a reason athletes and top executives have coaches … because coaches help them perform better. A good coach can correct mistakes and draw out talent that the student didn’t even know they had. And here’s the thing, coaches aren’t […]
Do you have the CONFIDENCE to build a 100MM and beyond business?
As a performance coach, I often have opportunities to work with my clients on selling and closing skills. I get the chance to hear their inner dialogues as they face new opportunities. Oftentimes, because they’re ramping-up their games to take-on bigger clients, the stakes get higher. Preparation feels even more crucial. So, we roleplay… Sometimes […]
The BIGGEST Question You Must Be Ready to Answer for Current and Future Clients
What’s in it for me? The elephant is out in the open…I asked it. The REAL, deep-down question most people want answered before they buy something. Or invest in something. Or give their time to something. What’s in it for me? If I give you my money, my time, my energy… What will I get […]
Big Fat IDEAL Client Lie
The big fat IDEAL client lie… “I only take on clients with a minimum of [FILL IN THE BLANK] in investable assets.” This minimum is usually too low. And then there’s a list of footnotes(1)(2)(3) to explain why this really isn’t a true minimum. Better known as excuses. (1) Makes me feel guilty for not […]
Beware of the Foolishness of Marketing Wizardry
Stop it! If you think an expensive marketing gimmick is going to put you on a path to explosive AUM and revenue growth… You’re WRONG. I’ve seen it for years… …audio (then video) business cards …fake books (you just add your picture) …super-secret seminar packages The only thing good about those vanity pieces were the […]
The truth about financial advisor marketing…
When a financial advisor tells me: “My biggest problem when it comes to growing AUM is that I don’t have enough QUALIFIED prospects on my list.” They may as well be saying: “My biggest problem when it comes to growing AUM is that I’m not willing to put in the effort to fill my pipeline […]