One of my early coaches and mentors helped me understand the power of positioning and posed this question, “Who has already spent time and money to earn credibility with your Right Fit Client?” Who’s READ MORE
Advisor Marketing
financial advisor marketing Shark Tank-style
Well, it’s our 12th Double Your Affluent Clients Boot Camp this week. Hope I’m going to see YOU there. We have over 50% more coming than the November Boot Camp, so it’s SOLD OUT. This is part of my READ MORE
you missed a customer
Anni and I landed Sunday night after the weekend at Frank Kern’s latest marketing event. That’s us learning and growing. Frank is a “legend” in the internet marketing business. I’ll be sharing some of READ MORE
Jordan Spieth, the Masters and advisor marketing
“Competitive golf is played mainly on a 5 ½ inch course… the space between your ears,” Bobby Jones used to say. Robert Tyre "Bobby" Jones Jr. was probably the greatest amateur golfer ever, dominated READ MORE
winning the advisor marketing war
We are remodeling and expanding our offices. Everything is being moved. On my wall hangs this reproduction of Seth Godin’s best seller, Purple Cow, redrawn by Hugh MacLeod in his signature hatch-mark READ MORE
advisor marketing “experts” watch out
Financial advisor marketing and practice experts? Mark Twain said, “Whenever you find yourself on the side of the majority, it’s time to pause and reflect.” Derek Sivers, who founded and sold CD Baby READ MORE





