Our 15th Double Your Affluent Clients® Boot Camp is over and it was a huge success. Advisors from across North America discovered The 7X Advisor Model® to transform their advisor practice into a READ MORE
Advisor Marketing
here’s how to distinguish you
I failed out of this business in the early eighties. Well, not really failed. My results were mediocre and I hated being seen as a salesman. After ten years in wholesale, helping advisors grow their READ MORE
you caught in the paw trap with clients?
“You don’t need more clients… you need more-better clients,” I told Mark and Dan, partners in a successful financial advisory firm. Bad English, I know. On purpose to make a point. A Client MRI READ MORE
YOU and Shark Tank’s original Shark
Kevin Harrington has taught me many things. In his latest book, Put A Shark In Your Tank, Kevin talks about becoming a KPI, Key Person Of Influence. You may not recognize his name, but you will READ MORE
it’s YOU, stupid…
“It’s the economy stupid,” was the phrase James Carville, an aide to candidate Bill Clinton, came up with during the 1992 presidential election to keep everyone on the team focused. “So, why should a READ MORE
affluent prospects don’t do this…
We stopped into a car dealership to look at a new SUV for Beth. The guy at the dealer said they have a new policy: no selling. Then he never stopped talking. Here’s the thing about affluent READ MORE