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May 26, 2022

With financial advisors amidst a financial crisis, I find that some chuck whatever communication strategy they might have, jump under Read more...

May 26, 2022

Be “Top of Mind” with your Clients. A big mistake is to assume that meeting with someone once or twice Read more...

May 26, 2022

How are YOUR Referral Systems? Every struggling financial advisor says the same thing… “I get all my clients from word Read more...

May 19, 2022

Let’s start with a few basic definitions. Gross Revenue: Also termed revenue, is the total cash that comes into your Read more...

May 19, 2022

Super Charge your Results - Immediately   The key components are simple: know what you want to accomplish, learn the Read more...

May 13, 2022

Becoming self-employed is the dream of a lot of people and a fantasy to even more. Dozens of these dreamers Read more...

May 13, 2022

Is Your Biggest Challenge Your Attitude and Energy? As I've reiterated before in my book "Mile High Maverick" (you can Read more...

April 22, 2022

  I've discussed the WSJ article about Merrill's new training program and their move away from "cold calling." It's interesting. Read more...

April 22, 2022

  With all the technology options, will my practice still need staff? How do we balance people and technology? I Read more...

April 22, 2022

We just returned from an academy event in beautiful San Antonio, Texas. Currently I’m prepping for a long weekend of Read more...

April 22, 2022

  Get Off Your Ass! In a special report, I outlined the 10 Things You Must Do To Thrive this Read more...

March 9, 2022

Another Reminder: Back to Basics What gets measured gets done. Measuring things are a great way to keep track of Read more...

March 3, 2022

Another big problem I’ve seen financial advisors make relates to employing staff members. I’ve been banging this drum for as Read more...

March 2, 2022

"A" Listers are Wild, Weird, Interesting ... they have Adventures - The Worst Sin is to be Cold Fish I Read more...

March 1, 2022

  In business, you never want to look exactly the same as every other person or company offering the same Read more...