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
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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
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
I want to help you… my super simple, success secret.
I want to share with you my super simple, business success secret. I learned it from my dad… kind of. My dad and I were never close growing up. He was Karl Keffer, III. My older brother was READ MORE
do this: crank your credibility…
What gets your prospects to listen to you? Authority. How do you gain authority? Credibility Stacking. Write this down: The One With The Most Credibility Wins! It’s time to Crank READ MORE
sorry, you can’t…
“You can’t grow a planning business for million dollar clients only… from scratch in just a few years.” “You can’t grow one of the top advisor mentoring and training businesses while you READ MORE