Blog.
This is the Category Description. Edit this category to change this description.
Scary Bad at Effective Marketing Processes
Maybe it’s just my “Outsider’s View,” but this industry is scary bad at understanding and implementing effective marketing processes. Something I’ve noticed…
Are you no worse than anyone else?
As a quick follow-up from this morning. Most advisors seem to set their “Elevator Pitch” or, as Chet Holmes used to say…
Is Your Marketing On Target?
Are you “All over the Place” with your Marketing Efforts? All over the place. Having talked with a bunch of financial advisors…
A Calmer 2021?
I’m so glad that things have settled down for 2021 compared to last year, aren’t you? Ok, just kidding. Market’s way up….
Certifications and Licenses Aren’t Enough
If your business growth has plateaued, you may be wondering what you’re doing wrong. You may think that it’s because you’re missing…
Goal Setting for Your Practice
Everyone wants to have a successful practice. The issue arises when you ask someone what they mean when they say “successful”. The…
How More Frequent Check-ins Can Drive Growth
When you’re looking for ways to grow your practice, checking in with existing clients isn’t the first thing that comes to mind….
Busy Weekend
Wow, Busy Weekend – I’m Exhausted Nothing like a 6 am flight to top off a busy weekend and add to my…
One of “THOSE” Days
I imagine you’ve been there done that, but geez yesterday was one of “those day’s !” So, I get up and go…
Time Management
We had a great live “Zoom” meeting of my newest members today focusing on Time-Management. There are many great books on the…
Which Clients Should I Fire Today?
Cut from the bottom, add to the top A friend and mentor of mine, many years ago used to repeat this phrase…
Taking Time to Smell the Roses
I’m off to Boston. I’m leaving on a jet airplane with the family at the literal crack of dawn…. geez I hate…
A Surreal Experience
The above quote is one of my favorites. I know that we’re in the “money” business, but there are still a number…
Marketing Magic for Financial Advisors
Playing around in Salem. Not a real witch to be found. Ok, we were playing around in Salem, MA. You know the…
Zoomed Out
OMG, have you every been COMPLETELY “Zoomed out?” Well, hell I’m just totally zoomed out. You know what I mean I’m sure….