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

While some advisors are telling me that they have time on their hands that they did not have before March of this year, many are

After a recent webinar, Ben, an advisor who has been in the business for more than 20 years, asked me, “What do you do when

If you missed any part of Friday’s webinar or just want to see it again, here’s the replay.  You don’t have to figure out how to survive

We’re all faced with the terror brought on by the coronavirus and the inability to meet with clients and prospects in person, coupled with the

“It’s the disaster everyone has been predicting for years,” Bob, an advisor in Ann Arbor, Michigan, told me during our online coaching session.  “My income

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

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

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.

I recently worked with Ron, an advisor in Cleveland. Ron is one of the most knowledgeable advisors I know. He has every designation you can

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

Our family has a tradition at Thanksgiving dinner, answering the question around the table about what we’re each grateful for. For most of the adults,

“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

I was calling an advisor client of mine, Bill Peterson. The story is true but the name here is fictitious. The phone rang seven times,