The #1 principle for every meeting – particularly prospect meetings (works with teenagers too) – is never, ever give up control of the meeting. Repeatedly I hear advisors, when they are learning READ MORE
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where are you this week?
Hey, where you going to be this week? In Pittsburgh with us, I hope. Our team and I will be there the whole week! Our Coaching Members will be learning Advanced Advisor Marketing for two days. I READ MORE
chain saw marketing…
I pulled out the chain saw and thought, I can’t remember how to start this. Vines and scrub trees were growing into the landscaping in our backyard. I had been putting it off and finally decided I READ MORE
if you do this, it’s too late… sprinkle, sprinkle…
I love our auto-sprinkler system. Before we built our current home 15 years ago, I would water the grass with a sprinkler that I would move around the yard. I watered when the grass started to look READ MORE
wanna cement your clients to you for life?
I was cleaning up my office at home and found something that brought a smile to my face. Mondays are a strategic day, when I huddle with the team. If I’m not coaching, doing a live training, or READ MORE
did you miss #18?
WOW – you missed tons of actionable tips, tricks and breakthrough actions at our Double Your Affluent Clients® Boot Camp #18. Hard to believe. Advisors from across the United States and Canada READ MORE





