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Not clickbait...I promise. The short answer is not all of us are going to be served by going 'all in' on #referralmarketing. I will stand on a hill, plant my…

As some of you may know from following my story on other channels I have been a fan of CrossFit for some time.  What many of you didn't know was…

One of the biggest challenges to getting significant numbers of high quality referrals (remember quality isn't measured by their readiness to buy right now, but, instead is measured by the…

Answer: Because you sell your clients a written financial plan don't you?!? The same reason you charge for a financial plan for your clients is the same reason you should…

My last blog was on why "Why Referrals Rock At The Top Of The Funnel".  Today I am going to dive deeper into why referrals don't get used there by…

  There is nothing, I repeat nothing, more valuable when marketing to the 'top of the funnel' as a Financial Advisor than referrals.  The top of the funnel is comprised,…

You Can Have Everything In Life You Want, If You Will Just Help Enough Other People Get What They Want.” Zig Ziglar Good Morning, Zig's quote above is still so…

Referral tip for #financialadvisors: How you handle #referrals you give is #essential. There are three people involved in every quality referral situation (at least) and the leader in the process…

Book Review:  Content Based Networking by James Carbary https://www.amazon.com/Content-Based-Networking-Instantly-Connect-Anyone-ebook/dp/B082VWVQRY “Relationships are more than a side dish in life.  They’re the entree, the side dish and really the entire buffet” James…

  Another post on discipline because I found some really cool stuff from a guy I respect:  Brian Kight.Brian’s email from this morning was really good and thought provoking. He…