The REACHING Blog

Over 30 years ago, when my daughter Stefanie was nine and her sister Madeline was six, I was dying. I remember waking after my second surgery, following months of suffering from the complications of cancer treatment, with one horrifying thought: If I didn’t live, who would raise my daughters? Who would teach my daughter Madeline…

As the market gets more volatile, COVID still challenges us, inflation grows out of control, mass shootings proliferate, baby formula leaves parents panicking, the war in Ukraine impacts us all, and the price of gas climbs out of control, we find ourselves with two distinct choices: We can cry…or we can create. We can take

Your clients aren’t introducing you to great prospects, and so your business isn’t growing like it used to  – and like you want it to. You’ve been telling yourself that they just aren’t coming across anyone who needs your help. And you’ve been believing this story. But it’s not true! Even in the worst days of

Several years ago, I decided to do a local live business development program for a more than reasonable price. My goal was to enroll 20 advisors. My coach at the time, Rich, was also working on a paid program of his own, in his case for coaches, which was at a higher price point than

23 years ago, when I stopped practicing law after a prolonged illness and started working in financial services at First Investors, I was excited to be learning the differences between how I had marketed my six-figure law practice, and how Financial Representatives were marketing themselves. My first discovery was that the reps in this company

“Nothing is working for me,” Brandon, a financial advisor in Arizona told me last year. Over the twelve years Brandon had been in business he had developed a database of 300 households and grown his gross income to about $300,000. A third of that came from management fees from $40 million in assets under management.