WHAT'S IN IT FOR THEM?

 

We are a couple of months into something no one realistically thought could happen.  No one thought that a virus would spread rampantly through the country, through the world.  And...

Continue Reading...

COMPONENTS OF A PURPOSE-DRIVEN BUSINESS

 

CASE STUDY: the components of a purpose-driven, profitable business.  

 

There is a reason that people use analogies to communicate.  Sometimes we can see something...

Continue Reading...

DO YOU EVEN HAVE A PHILOSOPHY?

 

How many advisors have something on their website that says, "Every plan is customized and tailored to your needs?" 

 

Let me tell you a secret.  That is code for, "We...

Continue Reading...

AN UN-IMPLEMENTED PLAN IS JUST AN EXPENSIVE THOUGHT EXERCISE

 

Have you ever been hired for advice, delivered a plan, but then hit a brick wall with implementation? 

 

Many advisors see planning and product implementations as two distinct...

Continue Reading...

CORONA CONVERSATIONS

 

New research from Northwestern Mutual suggests that in the midst of this crisis, people know that their financial plans need work, but most do not plan on going to a financial advisor...

Continue Reading...

WILL YOU MERELY SURVIVE OR ULTIMATELY THRIVE?

 

I created a video training about how to optimize your Zoom presence the other day.  I got really good feedback that the video was useful and timely as the world transitions to video...

Continue Reading...

WHAT SHOULD I SAY?

implementation process Apr 13, 2020

 

The world has come to a grinding halt and you have come to the realization that 100 calls a week to your clients is not a sustainable way to communicate with them.    

...

Continue Reading...

MAN'S SEARCH FOR MEANING

 

When everything hit the fan a couple of weeks ago, I knew I needed to unplug from my phone and switch my focus for a while.  I turned, as I often do, to my...

Continue Reading...

THE ULTIMATE ACCOUNTABLITY HACK

 

Accountability is such an elusive thing. We try and fail to hold ourselves accountable. We get accountability partners to try to make it work. We hire coaches to hold us accountable. 

...

Continue Reading...

YOUR CLIENT IS A REFLECTION OF YOU

 

Do you ever get frustrated that your client won’t… 

-share all of their information? 

-pay a renewal fee? 

-come in for their meetings? 

 

So often,...

Continue Reading...
Close

50% Complete

Two Step

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua.