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…
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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…
Work Hard, Play Harder
Work hard, play harder. Really? I’ve heard this since I was back in college, and now that I’ve climbed my way up the ladder of…
A Case Study on Innovation
As a leader of the team, it’s your job to cleanse those around you of their limiting beliefs. Everyone has them, and they’re the primary…
2 New FREE Courses! (replacing the 20 part email series)
Members no longer have to wait for the 20-Part email course to be delivered to their inbox! They’re now INSTANTLY AVAILABLE to FREE Members via…
How to Solve the “Willie Nelson” Problem
I like team members who are “hungry.” For me, “hungry” means they’re excited about the project and are eager for it to succeed. Attitude is…
What We Can Learn from a Village Postman
What does “doing small thoughtful things for people” have to do with client acquisition? Well, I would say it was a key to my success…
The Second Job of a Leader
I was recently asked by one of our clients, who are all professional Financial Advisors, for a working definition of “leadership” and “how do I…