What Doesn’t Kill You Makes You Stronger
Most business owners set goals that are too small and refuse to take the very risks required for success. I’ve owned a retail Financial Advisory…
Category: blog
Would You Be Missed If You Were Gone?
A pastor once asked me, “100 years after you’re gone, how many people do you think will remember you?” I recall thinking, maybe none. Only…
Culture is Purpose Not Place
Recently I had a conversation with a Financial Advisor regarding his team, he’s one of our clients that I mentor. Our conversation focused on my…
Allergic to Mediocrity
Have you considered asking this during a job interview, “Mediocre is unacceptable here, so will you bring your A-game to this job? Please share with…
The Truth About Yawning
When something in my company goes badly wrong I always ask, “why did we handle this issue in this way?” It’s always the first step…
Daniel Kahneman’s Legacy: The Myth of Reason
All of us who have served affluent clients know something they don’t know. All humans are Predictably Irrational (a great book by psychologist Dan Ariely,…
The Best of the Greeks?
The subject of leadership comes up a lot in my business, and I suspect also in yours. I’m a high-end Financial Advisor, serving individuals and…
Are you playing half-court tennis?
I’ll share with you an intellectual shortcut we provide our clients, all of whom are high-end Financial Advisors. However this shortcut will work if you’re…
If You Design for Average, That’s All You’ll Be
All Financial Advisors look alike to affluent Clients. I’ve studied the data for more than 25 years and when a successful affluent person meets a…
Mastery as Marketing
Here’s a quick master class on radically differentiating yourself from everyone else your potential clients could hire. Mastery is the greatest differentiator in most service…