It’s our second week on vacation at Long Beach Island, New Jersey with Anni and her husband, Todd. Josh and MaryAnn are in Croatia on their honeymoon. Yes, I’m jealous. Not really. We are so READ MORE
Advisor Marketing
is this stealing your personal freedom?
Our Josh and MaryAnne got married over the weekend in Vermont. It was a great and joyous time. As you read this, Beth and I will be catching rays for the next two weeks on the beach in Long Beach 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
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
20 for 20…
The end of the year push seeks to steal the joy from the season and the celebration. Let’s not let it. Call your Top 5 clients and personally wish them a Merry Christmas! Personal contact never READ MORE
don’t disrespect yourself like I did
Don’t do what I did: disrespect myself. How? By working with any prospect who would work with me. YOU disrespect yourself when you work with any and every prospect you meet. YOU disrespect READ MORE