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May 19, 2022

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

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...

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...

September 3, 2021

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

September 1, 2021

 - Don't be afraid of having and opinion and being Polarizing Get inside the Conversation “Going on in their Head” Read more...