Stay Safe | Choose Happiness | Help Others
As leaders, especially as leaders in the financial advice business, we need to set the tone for how our teams, clients, family and friends handle the current turbulence. I’d like to suggest 3 steps… 1. Stay Safe. You can’t help others if you don’t take care of yourself. 2. Choose happiness. […]
The 6 Uncommon Strategies Financial Advisors Use to Avoid Buying Into The Fear of Turbulent Markets
IT’S TRUE. .. ”Fear” is said to be an acronym that stands for “False Expectations Appearing Real”. Or, if you prefer… “Forget Everything And RUN!” One thing is for certain: when it comes to growing an advisory practice during turbulent markets… People absolutely must have realistic expectations… And forget about running! You’re in this […]
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 […]
Getting Uncomfortable
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 […]
What do you REALLY want?
I help my clients live the lives of their dreams. That goal is at the heart of why I do what I do. And it all starts with deciding what you really want…beginning with the end in mind. Here’s an all new video, you’ll discover a process for deciding what you REALLY want. Please […]
PURPOSE: Running the Race You’re Meant to Win
I’ll just say it… I am a horrible runner. Short distance. Long distance. No matter. I’m slow. No endurance. And I get bored easily. I also have proof. His name is Gary, we were both on a highly competitive cross-country racing team in high school. I joined the team because my best friend was the […]
How to Build an ‘Ideal Client Engine’
In this training video, I share exactly how to build an ‘Ideal Client Engine’. My framework for consistently attracting new high value clients without blowing your marketing budget. The clients I coach have experienced amazing growth. And I’d like to show you how we’ve done it. Why share? Giving is getting. Just like you, […]