Tale of Two Sales, Part 1

No one enjoys being “sold”. But sometimes good selling sneaks up on you. Professionalism, precision and style work in harmony for a proverbial win-win. Last month, it happened to me…while buying an used car of all things. One of my daughters needed a car. This was the first auto she would pay for herself. Moving […]

Social Media LinkedIn Snafu

My confidence got crushed. I made a mess of things on LinkedIn. Hit the wrong button. Boom! EVERYONE on my personal email list was sent an invitation to “connect”. Family, friends…you name it. Even acquaintances from when email began way back in the 80s. The whole shee-bang. Ugh…so much for the marvels of social networking. […]

Spaghetti Code

A plate full of spaghetti…no sauce. Looks appealing. You only need to warm it up with some homemade marinara. Voila, comfort food at its best. Well, not always. Sometimes the noodles are stuck together in sticky mess. They can’t be salvaged. Martha Stewart’s best cooking secrets won’t help. Similar things can happen with financial software […]

Nine Year Old asks “Does God Talk?”

Does God talk? A few days ago, one of my former website members, Carol, signed up to receive my 30 emails in 30 days, but she issued a return challenge… Robb, I’m in but here’s one for you – not business oriented. I’m collecting emails to put in a book for my nine year old […]

What You Can Learn from The Peanut Man

Crazy start to a day. Ten minutes of one-on-one time with a true celebrity of sorts. You see, at 4:30am, my airport limo driver was none other than “The Peanut Man” of Indians baseball fame. Game after game, year after year, he has served thousands of fans. The Peanut Man has a booming voice and […]

Roller Coaster Vision

Your vision for success is a personal decision that shouldn’t ride the roller coaster of up and down markets. Being engaged is all about developing and maintaining a passion for your clients, your career and your personal interests. It requires a steady commitment to your vision through both the good times and the tough times. […]

Too Busy

Have you ever gotten so busy that you stop doing something you really enjoy? I have. A few months back, I received an email from a member of my old website (encoreadvisor.com). He asked me where I was hiding. Turns out he was looking for a campaign that I had created several years back. “That’s […]

How To Make Sure You Finish Strong

Take a moment to think back to the last time you stumbled upon a fabulous idea. Maybe this new concept was about your financial practice or maybe it had more of a domestic spin to it. Regardless of the idea, the all-important question is whether you followed through with your plan. I would bet that […]

Instilling Team Confidence Under Pressure

During an uncertain or falling market, you need to be aware of the way economic events affect you and your team. The same stress your clients are feeling could be impacting the folks who help you run your practice. Whether they’re thinking them or asking aloud, here are some of the questions your teammates may […]

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