When I began the process of thinking about who I wanted to work with, I had a flashback about my first days in the business… and clarity about who I didn’t want to work with. When first building my READ MORE
Advisor Marketing
Financial Advisor Marketing update:
Check out this post on Bob Ritter's Blog, CEO of InsMark http://www.robert-b-ritter-jr.com/2015/10/05/blog-116-marketing-break-through-how-to-have-qualified-prospects-contact-you/ READ MORE
you must be crystal clear about 3 things…
There is one thing we are crystal clear about in Pittsburgh. If your kicker can’t kick field goals, you can’t win games. Argh! There are three things YOU must be crystal clear about to succeed with READ MORE
top 10 advisor seminar mistakes…
You ever been to Key West? I haven’t, so Beth and I are getting some R&R there this week. Make sure you take time to re-charge! This past week, advisors from across the U.S. spent three days in READ MORE
you need these 3 for more affluent clients…
Just three things... Three things you must be crystal clear about to succeed with attracting more affluent clients. Before the three, though, may I ask you a question: do you really want to succeed READ MORE
The #1 thing to systematize…
Davis Love III. Champion at 51. Love it! The old guy beat the younger guys. What the secret to winning in golf? Systematized swing (which I don’t have). Same in our business. My dad was in the READ MORE