When I first got into financial services in 1980 (wow, that’s a long time ago), the message was to sell something to anyone who would buy. And, I guess, when you’re starting out, that makes some READ MORE
Advisor Marketing
you using turkey marketing?
Hope you had a great Thanksgiving. According to CNN, Americans serve roughly 46 million turkeys on Thanksgiving, with almost 9 out of 10 Americans feasting on the bird. Each year for the last READ MORE
tons of gratitude…
Every Monday, in our Strategic Huddle, each person on the team shares 3 business gratitude’s. It’s interesting that we have to build a habit of gratitude. Yet, it’s true. Gratitude has to be READ MORE
the 8 business bottlenecks
Please keep praying for God’s comfort, peace and healing for the all the victim’s families and first responders in California. It reminds me that life is, oh, so precious. That’s why we believe READ MORE
The Prospecting Myths
In the video below, Scott Keffer explains the great prospecting myths of advisor marketing. The Prospecting Myths (Below is the transcript from the video.) Here is a great prospecting myth. READ MORE
three reasons prospects undervalue you…
Our 17th Double Your Affluent Clients® Boot Camp is happening this week. Hundreds of advisors from three countries have already discovered the 7 X-factors that lead to million-dollar success. I am READ MORE