Blog

The biggest problem with #referrals is that they sometimes work even if you don’t really have a strategy. Hear me out...just like with the Chicken Little story, because it fell…

  This past Saturday I had a really fun time at the grocery store checkout counter. The checkout person was especially engaging and I ended up telling her a story…

You can trust referrals. Seems simple, but, do you believe it? I have spent all of my career on #referrals. Either chasing them as a brand new sales rep in…

Like all my articles, this one is inspired by my work coaching financial advisors (FA’s) one on one and in team settings. #Sales is incredibly simple and complex for #financialadvisors.…

I might be giving away the store here, but, here goes nothing... I know the real problem with retaining new financial advisors. Just like when baking a cake or cooking…

New year, new resolution. I imagine many of you, #financialadvisors, have already formulated your goals and resolutions for this year. I want to encourage you to do something a little…

“Making bad choices is the lifeblood of average. It feeds it. It consumes it. It protects it. Choice is a competitor—as much as any tangible opponent you or any team…

Your personality and how you view your own mortality (you are going to die and you are aware of that fact every second of every day) are either accelerants to…

If you are reading this, chances are you are doing so on LinkedIn, or, another social media platform and that proves the point of my title above. We no longer…

What we think is safe, when it comes to living a life based upon our values, is far from it. This is because, inherently, change isn't safe in the moment…