One of the biggest misconceptions about an advisor’s success is the idea that his or her services, planning and advice are what clients want most. They’re not. Clearly, your services, advice, and recommendations are important. But there’s something more important. And it’s not the results of your recommendations or the benefits you offer. It’s not the
This past week I was reminded of an old joke about a man who dies and goes to Heaven. Finding it a little dull, he asks if he might be allowed to explore the “Other Place,” and is allowed to go down for a visit. Upon his arrival, the Devil shows him a beautiful cavern
A while ago, I dropped into a well-known department store to buy a blue shirt. There was a good selection in my size and they were more or less in order on the shelves and in the bins. I found a shirt in my size. The sales assistant was friendly and professional. She told me
The death of Kobe Bryant at 41 in that helicopter crash was a tragedy. He was someone to be admired in so many ways and from whom advisors can learn a lot. Just hours before Bryant’s death, LeBron James had remarked to a reporter that he, LeBron, had been inspired by Bryant’s work ethic throughout
Thank you for being part of my online “family.” Use this Holiday time to rest and enjoy YOUR family, so that you’re refreshed for the year ahead. I’ll keep trying to help in any way I can.
Our family has a tradition at Thanksgiving dinner, answering the question around the table about what we’re each grateful for. For most of the adults, the response is about being together as a family. For the kids, it can often be about the food—especially the desserts. I am grateful for a loving family and friends.
“How do I get referred “up”? is a question I’m often asked . The answer is almost always a question from me, “What’s ‘up’”? The people who could arrange introductions for you don’t know what you want. A client with very little in the way of assets or insurance need believes that your primary work
I was calling an advisor client of mine, Bill Peterson. The story is true but the name here is fictitious. The phone rang seven times, so I was expecting voice mail. Instead, I was greeted by an unhappy, bored, stressed female voice. “Mr. Peterson’s Office,” the voice grumbled crankily. “May I speak with him?” I
Getting to the Top of the Table from Ville Platte, Louisiana, ranked the poorest town in his state, 7-time Top of the Table veteran, Todd Veillon built a family business on his passion for helping people. Todd tells us that if you’re hesitant about going to friends and family, you don’t believe in what you’re
A SIEGFRIED AND ROY BUSINESS OR A BLUE MAN GROUP BUSINESS? Siegfried and Roy were extraordinarily talented animal trainers and performers. Their wild animal act at The Mirage hotel was, arguably, the biggest show in Vegas right up until Roy Horn was attacked by their tiger, Mantecore, ending their show. They had to take a fire