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 […]
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, […]
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, […]
Are you missing your chances for quick wins?
Do you make client acquisition too hard? Sometimes your best prospecting opportunities are right in front of you. But you miss them. You make things harder than they need to be. But when you have a repeatable system, you find quick wins. Opportunities to let your most obvious prospects know that you’re open for […]
Are you getting measurable results from your LinkedIn efforts?
Should I use LinkedIn to build my business? I regularly hear this question from advisors. Some have never tried it. Some have given it a sporadic effort. Others have spent money on automated programs that don’t work. My answer is always the same…”If you do it right, you’ll get results.” And that’s why I […]
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 spend 15 minutes talking about your business during a fast track session. I’ll show you how to use the AUM250 Roadmap to build a memorable, repeatable and referable story. Click here […]
Can your business operate without you?
[Transcription] I can’t tell you how many times I’ve had an adviser tell me…“One of the reasons I love this business is I can play golf (insert favorite hobby) whenever I want.” Then I ask how often they would like to play golf…“I’d love to play three or four times a week.” I’ll then ask how […]