When our daughter, Anni, graduated from college a number of years ago, we helped her buy a car. We loved Toyota’s, so we found a used white RAV4, their mini-SUV. She still has it. As soon as she READ MORE
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your worst investment… don’t be shocked
What’s YOUR best investment? You may be tempted to answer that as a financial advisor. DON’T. Investing in what you recommend to your clients may be your worst investment. You need to answer READ MORE
a $26,000 marketing check…
I wrote a check for $26,000 to a ninja copywriter to help me create a marketing piece. Why would I invest that kind of money? Think about this: What’s the best way to learn something? Touch the READ MORE
you can’t have this… nope…
It’s amazing what happens when I can’t have something. I want it even more! How about you? Same thing? If that’s true with me and you, it’s true with prospects. If that’s true, why are you READ MORE
the 2 magic words that move prospects to action…
I love speaking to advisors. Every time I speak, I bust some pretty serious myths. Most advisors believe that prospects can be moved to take action with F.I.N.D.: facts, information, numbers and READ MORE
only 3 things to have more affluent clients…
Sometimes life is simpler than you think. What if there were only 3 things you need to have more affluent clients? Before the three, though, may I ask you a personal question: do you really want to READ MORE