Last week, our team rallied for our offsite Quarterly Strategic Huddle. One thing I’ve noticed: there is never extra time to be strategic. You must make it a priority and invest the time. It READ MORE
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Shark Tank biggest mistake… and how you benefit
Last week, ABC TV’s mega-hit international business show, Shark Tank, may have won multiple Emmy awards, but they made a huge mistake. They let the original Shark, Kevin Harrington, leave the READ MORE
whose YOUR Group Of 5… it matters
Entrepreneur magazine referenced renowned businessman Jim Rohn quote, “You’re the average of the five people you spend most of your time with.” Do YOU believe it? Today, I get to spend the day READ MORE
is your advisor prospecting focusing on these?
What do you worry about at 2:00 AM? Middle of the night stuff. Nothing good. Biggest worries. Same for your prospects. Here’s what your prospects are worried about: #1 Running out of money. Not a READ MORE
what it takes to triple your revenue…
Recently, we reviewed the last three years progress with Mastery Coaching member, Chad Disbennett, CFP from Lancaster, Ohio, a small town of about 40,000 people, 30 miles south east of READ MORE
financial advisor marketing is not black or white…
For a long time, I vowed I’d never get an iPhone. Too distracting. Life was already full. When my ancient Motorola Flip phone finally bit the dust, secretly, I snuck to the Apple store to pick one READ MORE