If you want more clients, get your clients to tell stories about their “magical” experience working with you. You don’t have to bring them 25% returns or save them from the devastation of a recession, but you do have to provide an experience that shows you care deeply about them and their situation. When your
Before anyone will call you about your services, they have to know that you’re there. My friend Connor used to tell a story about a tree limb that fell on his lawn. His wife, Judy, concerned that the neighborhood children could get hurt playing on it asked him to call someone to cut it up
In his best-selling book, The ONE Thing, Gary Keller asks: “What’s the ONE thing you can do, such that by doing it, everything else will be easier or unnecessary?” This question creates a great tool for advisors who find themselves doing too many things and easily distracted. Every day I work with advisors
“If you want to be successful, get more knowledge.” This was the advice from Top of the Table member Douglas Eze, at the conclusion of my interview with him a few weeks ago. Eze emigrated from Nigeria to Canada after finishing high school at age 18. At 23, he moved to the U.S. At 24,
Happy 4th of July! This is the day that we in the United States celebrate the declaration of our independence from the rule of King George of Great Britain. And while we celebrate with flags and parades and fireworks today, tomorrow or next week we go back to our lives and find ourselves less than
Before his death in 2015, the famous publicist, Forrest Wallace (“Wally”) Cato interviewed me for an article he was writing that included an interview with Tom Hopkins and quotes from the Zig Ziglar, who had passed away a few years earlier. The following are excerpts from Cato’s interview: Wally: What do clients expect from a
