self-help

Ask for What You Need.

Let’s talk movies.  My father loved the “lone hero” characters played by Gary Cooper, who faced off with all of the bad guys virtually solo in the 1952 movie High Noon. To my dad, Cooper represented the idea that action heroes had to find their way by themselves.  Dad believed that strong, successful people don’t…

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DRAW Them a REFERRAL DIAGRAM!

“I found a new way to talk with clients about referring me,” Ryan, a financial advisor, once told me excitedly on the phone.  “I use a diagram!  I’ll show it to you.” Ryan emailed me a little while later with this: Of course, I was interested, and I called him back right away to have

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Serve, Surprise, and Delight

Growing a practice or a business is way easier than most advisors make it out to be. Their problem is that they’ve been taught that they need to be frantically and furiously networking, buying and then contacting members off of “hot lists”, writing press releases and making public appearances, and bombarding social media outlets to

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What Are You Seeing?

When you look at your practice (here you can also insert “business”, “career”, or “life”), what are you seeing?   Is there a picture of how you want it to be?  A compelling vision that drives your work and interactions with people?  Are you on a mission to bring your message or your help to

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The Guilt-a-Beast

Over the past two weeks, I’ve been busy producing material that you may find useful. Two weeks ago, Postema Marketing Group sponsored a Webinar I presented called Making Client Referrals Easy.  The entire program is now available on YouTube, just by CLICKING HERE. This week, Sabrina-Marie Wilson released my interview on her acclaimed radio show “Abundant Success”, and it’s

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16 Disciplines

I suppose it would have been more fun if I called them 16 “hot tubs” for advisors, or less intimidating if I called them “practices,” but after 17 years of working with and observing how the most successful advisors, it's clear that there are branches of knowledge involved. 

 

Practice these simple 16 disciplines daily and watch how quickly and easily your practice grows.

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