The Sweetest Most Important Sound
The sweet names of liberty and free-enterprise… We’ve lost the plot. I heard the CEO of one of the top 3 banks in America say…
Category: public
Simple Is Beautiful
MILLION DOLLAR IDEA: Make your client’s life simpler. Your business reputation is up to you. You control it, and you can drive it. If you…
Stop Making Art When You Need Weapons
Imagine a world where prices of everything go down every year. Rather than prices rising every year, and the need to earn more money every…
What’s Your Gift?
A very wise business coach convinced me that, to be effective, a client relationship should be an accountability environment. So, that’s what I created 2…
Buckle Up
How compelling is your first business interaction with a potential client? Is your Initial Client Interview designed so that it literally “knocks the socks off”…
Life Lessons from a Hot Dog
Absolutely no trouble with your COMPLIANCE department. Thankfully, caring is one thing that Ideal Clients crave from Financial Advisors like us, yet our compliance departments…
Stop Telling People What To Do
On my team, I notice that some people are frequently telling others how to behave. They’re so certain that their way is right, and another…
All the Feels
The more affluent the Ideal Client, the more decisions are based on emotion rather than facts. The more successful and the more affluent the client’s…
Nobody Likes Playing Tennis with the Net Down
“Volatility Isn’t Risk: Stop Letting Price Swings Scare You Like a Rookie Trader!” Let’s clear up one of the biggest myths about investing: volatility and…
The Psychology of Scaling Culture
Let’s resolve to focus on the things that matter most in 2024. The most successful financial advisors I worked with this year focused on high-payoff…