As a quick follow-up from this morning. Most advisors seem to set their "Elevator Pitch" or, as Chet Holmes used Read more...

Are you "All over the Place" with your Marketing Efforts? All over the place. Having talked with a bunch of Read more...

I’m so glad that things have settled down for 2021 compared to last year, aren’t you? Ok, just kidding. Market’s Read more...

If your business growth has plateaued, you may be wondering what you’re doing wrong. You may think that it's because Read more...

Everyone wants to have a successful practice. The issue arises when you ask someone what they mean when they say Read more...

When you’re looking for ways to grow your practice, checking in with existing clients isn’t the first thing that comes Read more...

Wow, Busy Weekend - I'm Exhausted Nothing like a 6 am flight to top off a busy weekend and add Read more...

I imagine you’ve been there done that, but geez yesterday was one of “those day’s !” So, I get up Read more...

We had a great live “Zoom” meeting of my newest members today focusing on Time-Management. There are many great books Read more...

Cut from the bottom, add to the top A friend and mentor of mine, many years ago used to repeat Read more...

I'm off to Boston. I'm leaving on a jet airplane with the family at the literal crack of dawn.... geez Read more...

The above quote is one of my favorites. I know that we’re in the “money” business, but there are still Read more...

Playing around in Salem. Not a real witch to be found. Ok, we were playing around in Salem, MA. You Read more...

OMG, have you every been COMPLETELY "Zoomed out?" Well, hell I'm just totally zoomed out. You know what I mean Read more...

  Hone in to the essence of what you do Just a short note today. Trying to take most of Read more...