Yearly Archives: 2020

Referrals don't have to be 'on accident' and/or a passive strategy for growth: Referrals Are About Farming And Hunting! 

“If it is not an easy yes, then it is an easy no.”— Brad Gerstner Good Sunday To You, Essentialism. Another term for it is: Non-negotiable. The inspiration for this topic has been several coaching…

Core Reading For A Values Based Mindset The following is an evolving list of books that we recommend all of our clients read at least once...and several at least once…

Appointments. That is what you want and that is what you desperately need to have a system that you trust to consistently provide if you are a #financialadvisor. This focus…

Read that title again, please. If you want referrals...you still have to work. I know it sure is fun when people call you up and beg to do business with…

One of the things that should be factored in, when considering adopting a measurable and forecastable #referralmarketingplan is the behavioral profile of everyone in your organization. Every 'personality' has something…

Work/Life balance is almost always a terrible idea...and quite frankly, is used to sell worthless coaching to people that are wanting to improve.  This is, in my opinion, evil. While…

Referrals are either random acts of kindness, or, the key driver of sustainable growth. Is hope a real strategy for a #financialadvisor looking to maximize their referral business? In a word:…

Friction: conflict or animosity caused by a clash of wills, temperaments, or opinions. I am all about growth for #financialadvisors and the most consistent obstacle I face when working with…

There are two basic reasons: (1) Neither Financial Advisors or 'Marketers' understand how to properly calculate the ROI from marketing and (2) Fear and lack of innovation around working with…