What’s YOUR best investment? You may be tempted to answer that as a financial advisor. DON’T. Investing in what you recommend to your clients may be your worst investment. You need to answer READ MORE
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the 2 magic words that move prospects to action…
I love speaking to advisors. Every time I speak, I bust some pretty serious myths. Most advisors believe that prospects can be moved to take action with F.I.N.D.: facts, information, numbers and READ MORE
only 3 things to have more affluent clients…
Sometimes life is simpler than you think. What if there were only 3 things you need to have more affluent clients? Before the three, though, may I ask you a personal question: do you really want to READ MORE
I want to help you… my super simple, success secret.
I want to share with you my super simple, business success secret. I learned it from my dad… kind of. My dad and I were never close growing up. He was Karl Keffer, III. My older brother was READ MORE
do THIS before every meeting, seminar, presentation…
One of my private advisor clients, used one of there calls (smartly) to strategize next steps on an affluent prospect worth around $23 million. They knew (after many years coaching) where I would READ MORE
the 4 keys to 2025 SANE revenue growth
The 2x4 Business Growth Model™ is a template we share with Private Coaching members. I shared with them the 4 Keys To SANE Growth. #1. Stack for Authority. #2. Attract ELK’s READ MORE