Reaching...

when they ask you what you do

The Story That Makes Prospects Want to Work With You

  You have seven seconds. That’s how long it takes for a prospect to form their “trust verdict” about you. Seven seconds to decide whether ...
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The Introduction That Changed Everything

  Picture this: a brand-new solo attorney sitting in a coffee shop at 9:15 AM because he’s already burned through his entire caseload for the ...
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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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