By now, you’ve been working on implementing that plan to make 2021 a great year.  But inevitably, while you’re trying to accelerate your business growth,

I want to share 10 random thoughts about your business that may help you as the new year rolls in on us: 1. If you

The ideas here and, admittedly, a lot of the language, have been borrowed from my friend, colleague, and sometimes mentor, author Steve Chandler. But they’re

If you are struggling with something—STOP! Hard work is often necessary if you want to succeed at something. But struggling usually isn’t, and doesn’t generally get

Almost 30 years ago, my Thanksgiving dinner was only homebaked bread – not because I loved bread, but because I couldn’t digest anything else. I

Part II of Lessons From the Master: Building Trust I received a lot of positive feedback from last month’s discourse between the Young Professional and

The COVID-19 crisis has shown us that you can’t really account for what might happen in the future. This has put financial planning and insurance

“Master,” the Young Professional addressed his mentor, “You have told us that in order to hire us, a client must Like us and Trust us.” “That

My friend and colleague, author Steve Chandler, divides leaders and business owners into two groups, the OWNERS who take charge of their businesses and their

A few years ago, my friend and colleague, coach and author Steve Chandler, recently wrote this: “Most people try to move toward wealth in embarrassing,

When you’re successful, you don’t have fewer challenges, you have higher level challenges—Quality Problems. Quality Problems are the kind that if you try to tell

For most advisors, marketing, or “prospecting,” is a challenge. They try everything: Cold calling, cold “drop bys”, calling from purchased (or provided) lists, calling their

It’s unlikely that you’ll be remembered for things you tried but gave up on.  What you will be remembered for will be the things you

You’re a talented, knowledgeable—even successful–advisor. But your business isn’t where you want it to be because you’re getting in your own way. Which of these

Kelly Smith has been a Top of the Table Advisor for 14 years.  He qualified for MDRT at the very beginning of his career. Kelly

Wishing you a Happy Independence Day weekend! While I’m pleased how many different countries my followers are from, as you might suspect, the great majority

In most of my conversations with advisors, there’s a point when they freely admit that what’s holding them back is…them. This is always true. All success

I’m straying from my usual sharing of business tips and ideas today to write about something much bigger and more important. The last few months

  Some of my clients are busier than ever. Others are having difficulty adapting to the virtual world. If you fall into the second category,

According to Canadian management consultant, Grant Hicks, “75% of advisors have never defined their ideal clients.” In a recently published article, Hicks goes on to