“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
Advisor Marketing
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
are you teaching prospects to choose you on price?
What do you call a product or service that has unlimited quantity and unlimited availability? I call it rock salt! How is rock salt chosen? Cheapest. Why? Unlimited products and services are READ MORE
the TRUTH is exactly the opposite…
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
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