Click Here To Subscribe To Our RSS Feed

October 29, 2021

Maybe it's just my "Outsider's View," but this industry is scary bad at understanding and implementing effective marketing processes. Something Read more...

October 7, 2021

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

October 6, 2021

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

October 5, 2021

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...

October 4, 2021

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

October 3, 2021

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

October 1, 2021

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

September 27, 2021

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

September 27, 2021

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

September 27, 2021

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

September 27, 2021

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

September 27, 2021

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

September 27, 2021

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

September 13, 2021

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

September 8, 2021

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