(Excerpt from The Mile High Maverick) It’s been interesting over the last couple of weeks. We had a fabulous coaching Read more...

Virtual events and meetings have become more common over the years, and they’re more popular than ever thanks to changes Read more...

How Much Can You Spend to Generate More Clients? Last month, I presented some ideas about how much you can Read more...

Lunch and Learn events are the perfect way for financial advisors to generate leads and reach prospects. In most cases, Read more...

Unconverted prospects still hold potential for becoming a client of your practice. Many financial advisors rely on referrals to bring Read more...

It’s fascinating to me the number of financial advisor practice owners who live for their practice but are bashful about Read more...

How Would You Know If You “Lost Your Mind?” Last week wasn't the best week. I returned from an annual Read more...

As the financial advisor industry’s 'marketing guru,' I want to give you two accurate bits of advice regarding advertising. Practical Read more...

In times of crisis, your mindset is a large part of determining your business outcomes. When the COVID-19 pandemic started, Read more...

Around March 2020 it became clear that the world was entering what has repeatedly been described as an unprecedented situation. Read more...

Now, it’s common to hear that we are living in unprecedented or extraordinary times. In reality, it’s not all that Read more...

We ( financial advisors ) tend to view success as a binary system where you either succeed or you fail. Read more...

Be(a)ware of Current Trends Financial advisors need to attract potential clients who will stay for the long-term. These clients who Read more...

In the financial advisor sector, it seems like everyone has popped up to offer advice. How do you tell fact Read more...