AUM Launchpad Master Class
Building a $250MM, $500MM or more in AUM business is NOT just about selling. It’s also about your purpose. Enjoying your work. And serving clients that truly appreciate your value. What’s more? Building an awesome practice is not as difficult as it may seem. You simply need a proven system.
I Ran into Your Wife at Starbucks, She Wasn’t Happy
Last week, while standing in line at Starbucks, I noticed Leslie, the wife of an old friend. Tony is a financial advisor at my former firm…top performer, hard worker and all-around good guy.
As soon as Leslie recognized me, a distraught look overcame her face. Read More
Have you mastered the art of the self-introduction?
Imagine this! Tomorrow, you’re going to be interviewed on a show that everyone in your niche market watches. You’ll get a chance to talk about yourself and your practice.You think to yourself, “My phone is going to be ringing off the hook with new clients!”
As the interview begins, you’re given a flattering introduction. Read More
How to Achieve Breakthrough Results in the 2nd Half of 2019
“No man was ever so much deceived by another as by himself.” – Fulke Greville We are approaching the halfway point of 2019, so it’s a natural time of year to pause, review your progress and set direction for the next six months. So far, it has been a mixed year for most financial advisors. For […]
Online Training: Create a Clear Path to Greater Purpose, Productivity and Profits
Attention: Financial Planners and RIAs This might sound shocking to some, but building a 7-figure and higher business is NOT just about adding assets and recurring revenues. It’s also about your purpose. Enjoying your work. And serving clients that truly appreciate the value of your advice. What’s more? Building an awesome practice does not have […]
How does market risk impact your practice?
As a financial advisor, I enjoyed risk conversations. It wasn’t because I was a doomsayer or compliance nut. Risk-related discussions simply helped me offer better advice. Simple, direct questions meant more honest and thoughtful answers. When giving advice, it’s easy to get caught up in percentages, ratios and deviations (investment-speak). Basic to you, but potentially […]
Why Your Unique Client Proposition is Your Best Tool for Generating New Business
“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 […]