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Ask Great Questions and Use the Answers to Win Clients

In the world of financial advising and life insurance sales, success doesn’t come from having a powerful pitch or a slick presentation. It comes from ...
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Why I Wrote ‘The High Diving Board’—and What It Taught Me About Advisor Plateaus

  I wrote The High Diving Board after a series of near-death experiences—moments that forced me to look hard at my life and ask, “Why ...
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Stop Being The Best Kept Secret

  In their classic marketing book The 22 Immutable Laws of Marketing, Al Ries and Jack Trout declared:  “Be first. If you can’t be first, create ...
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🚀 Why Advisors Say “No” to Help (And Why It’s Costing Them Growth)

Last week, I offered financial and insurance professionals a Webinar designed to get them off their stalled or inconsistent practice growth. Over 50 advisors expressed ...
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WORK LESS…EARN MORE…LIVE BETTER

The secret to skyrocketing from low and mid-six figures to a million plus is not working grueling 60-hour weeks. It’s a balanced, focused approach to ...
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Suffering From “AD”? There’s Hope

  Five years ago, Kevin had built his advisory practice into something solid. He was netting about $185,000 a year—comfortable, consistent, and proud of the ...
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TO GROW YOUR BUSINESS, THINK “OUTSIDE THE BOX”

I often ask my clients to think of new ways to grow their business, improve their client experience, and motivate their team to do better ...
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Make One Tiny Change

We often underestimate the power of tiny changes. Transformation—for yourself or for your business—requires drastic action, but as author James Clear points out in his ...
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The Power of Being Special

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 ...
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