Let’s be honest… You will NEVER get a steady flow of million dollar clients (or any level of clients) from the internet, despite the claims like this from companies that make advisor websites… READ MORE
the Prospect Barometer … you will be surprised
Wouldn’t it be great if there was one simple “Prospect Barometer” to KNOW if a prospect will move forward? One simple “tell” to discover if they are engaging with you? One simple method to take the READ MORE
is this stealing your personal freedom?
As you read this, my family and I will be catching rays for the next two weeks on the beach in Long Beach Island, New Jersey. Nice waves. Not giant but great for body surfing, unless they are READ MORE
this one decision will change your future…
When I was first building my business in the early eighties, I couldn’t afford to park in downtown Pittsburgh; so, I’d park across the river in the Pittsburgh Steelers stadium lot. It was fine in READ MORE
the marketing road to disaster…
The problem was, the so-called “advisor marketing experts.” “Consider everyone a prospect.” “Attract as many prospects as possible.” “Make everyone a client.” Once I started getting READ MORE
eagle to win…
Phil Michelson’s third Master’s Tournament win in 2010 was certainly moving, especially with his wife, Amy, struggling with cancer. Three years earlier, he made a move that surprised some. In 2007, READ MORE