It May Seem Contrary, but…

It may seem contrary to Sandy’s best advice, but “Challengers” actually get higher marks than “Relationship Builders” when it comes to making sales. Sandy explains why, and how being a Challenger when it comes to making recommendations is actually the best way to serve your clients. Watch the video, and contact Sandy if you want

It May Seem Contrary, but… Read More »

DRAW Them a REFERRAL DIAGRAM!

“I found a new way to talk with clients about referring me,” Ryan, a financial advisor, once told me excitedly on the phone.  “I use a diagram!  I’ll show it to you.” Ryan emailed me a little while later with this: Of course, I was interested, and I called him back right away to have

DRAW Them a REFERRAL DIAGRAM! Read More »

Super Bowl Comeback!

Desire, belief, and willingness can get you anywhere you want to go, even in the unlikeliest fourth quarter. In light of the unprecedented comeback in Super Bowl 51, Sandy explains the three essential elements you need to succeed.

Super Bowl Comeback! Read More »

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16 Disciplines

I suppose it would have been more fun if I called them 16 “hot tubs” for advisors, or less intimidating if I called them “practices,” but after 17 years of working with and observing how the most successful advisors, it's clear that there are branches of knowledge involved. 

 

Practice these simple 16 disciplines daily and watch how quickly and easily your practice grows.

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