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
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
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
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.
“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
