Stay Safe | Choose Happiness | Help Others
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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
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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
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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?
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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
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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
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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?
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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
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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’
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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, […]