“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
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
the truth about HGTV’s Chip and Joanna Gaines Fixer Upper
Have you heard of HGTV’s Fixer Upper stars, Chip and Joanna Gaines? Beth is a big fan of the show. So, Anni and Josh bought her tickets for her birthday a few years ago to attend their annual READ MORE
the marketing road to disaster…
The problem was, the so-called “advisor marketing experts.” “Consider everyone a prospect.” “Attract as many prospects as possible.” “Make everyone a client.” Once I started getting coached, it READ MORE
what’s your story
What’s your story? This past week, I created the “who are you and why do you do what you do” story for one of our coaching members to use with the Seminar Money Machine®. One thing you should share READ MORE