This post could save you years of frustration AND bring in hundreds of thousands of dollars in new business. One of the ways I help my clients is by being able to simplify things that appear to them to be complex. And my, oh my, are some advisors’ strategies complex! They feel like they need…
Many advisors come to me after trying everything they can think of to get their stagnant business growing again. They tell me all the things they’ve tried—online, radio and TV advertising… local sponsorships…expensive dinner seminars…training from top advisors…etc., with poor results, and about all the money they’ve spent. They tell me why they don’t want…
If you’re one of those advisors who has avoided reaching out to friends and family, you need to know that your avoidance can lead to tragedy, and to understand why it’s important that you change your thinking. In the year 2000, having successfully transitioned out of my law career into a seminar and sales training…
You’ve broken through the 6-figure annual earnings barrier, but everything you’re doing isn’t getting you to the mid-six figures or beyond. And if you’re fully committed to make that happen, you’ve tried buying lists, paying for expensive dinner seminars, learning the process of another successful advisor to try to make it your own, increasing your…
“A 15-minute call could save you 15% or more…” When you do a Google search for “gecko”, GEICO used to appear first—even before the the definition of the word or description of the animal. The gecko has become a major part of the company’s branding. In any financial or insurance practice, branding is a primary…
In March of 2022, I visited my grandchildren in northwestern Canada. One of our day adventures was climbing to the top of the ski mountain, Big White. In the winter, with several feet of snow on it, Big White’s surface is a series of smooth, rolling ski trails of different levels of difficulty. But in…
