Chicken Little Marketing: Moving to Predictable Referrals.
The biggest problem with #referrals is that they sometimes work even if you don’t really have a strategy. Hear me out...just like with the Chicken Little story, because it fell…
Why Allspice Isn’t Good For Everything!
This past Saturday I had a really fun time at the grocery store checkout counter. The checkout person was especially engaging and I ended up telling her a story…
Putting #referrals to the test: How to trust referrals as a Financial Advisor
You can trust referrals. Seems simple, but, do you believe it? I have spent all of my career on #referrals. Either chasing them as a brand new sales rep in…
The Two Most Important Questions in Referral Based Sales: Why Do You and Why Should I?
Like all my articles, this one is inspired by my work coaching financial advisors (FA’s) one on one and in team settings. #Sales is incredibly simple and complex for #financialadvisors.…
The Missing Ingredient: How to Find New Advisors That Will Do The Work
I might be giving away the store here, but, here goes nothing... I know the real problem with retaining new financial advisors. Just like when baking a cake or cooking…
Risk Assessment: The Key to Growth and Mindset as a Financial Advisor in 2021
New year, new resolution. I imagine many of you, #financialadvisors, have already formulated your goals and resolutions for this year. I want to encourage you to do something a little…
Preparation & Effort: Only Preparation Can and Will Scale For Growth…Effort Will Fail You If You Don’t Prepare Better!
“Making bad choices is the lifeblood of average. It feeds it. It consumes it. It protects it. Choice is a competitor—as much as any tangible opponent you or any team…
The real enemy to improving your performance: How you view your own mortality.
Your personality and how you view your own mortality (you are going to die and you are aware of that fact every second of every day) are either accelerants to…
The Information Age is Dead: Long Live The Decision Age!
If you are reading this, chances are you are doing so on LinkedIn, or, another social media platform and that proves the point of my title above. We no longer…
The Most Dangerous Place is Your ‘Safe Space’
What we think is safe, when it comes to living a life based upon our values, is far from it. This is because, inherently, change isn't safe in the moment…
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