Discover How Elite Financial Advisors Leverage the Proven Power of Exceptional Client Care to Strengthen Client Relationships, Dramatically Improve
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
What do your clients really want?
Mr. Big didn't call very often. More often, he didn't have time for my calls. And I managed his money. All of it. An eight figure relationship
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
Is your business built around your ultimate clients?
Your ultimate clients set the direction for your practice. From helping you decide on your service model to building your team to attracting
Is your story memorable, repeatable and referable?
Where are you today? Does your business stand out from the crowd? Or are you guilty of "me-too" marketing? Let's talk...I'll call you. We'll
How to Avoid Prospecting “Near Misses”
"They may forget what you said, but they will never forget how you made them feel." - Carl Buechner During a recent coaching call, one of my
The Way You Learn Directly Impacts How Much Money You Earn
[TRANSCRIPTION] I want to talk with you about the way you learn. You see, I get on the phone with a lot of advisers who are considering hiring a
Do you have a simple system to quickly respond to complaints and criticism?
I'm sitting in a hotel lobby...early Sunday morning. All of a sudden, I hear a commotion at the front desk. "What do you mean I can't cash a check?