WOW – you missed tons of actionable tips, tricks and breakthrough actions at our Double Your Affluent Clients® Boot Camp #18. Hard to believe. Advisors from across the United States and Canada READ MORE
Business growth
Watergate secrets… and million dollar clients
June 17, 1972. Watergate. By day, I was a junior at Brooke High School in Follansbee, West Virginia. By night, a roadie and light/sound man for Wild Cherry, who would later hit it big with “Play READ MORE
Shark Tank biggest mistake… and how you benefit
Last week, ABC TV’s mega-hit international business show, Shark Tank, may have won multiple Emmy awards, but they made a huge mistake. They let the original Shark, Kevin Harrington, leave the READ MORE
whose YOUR Group Of 5… it matters
Entrepreneur magazine referenced renowned businessman Jim Rohn quote, “You’re the average of the five people you spend most of your time with.” Do YOU believe it? Today, I get to spend the day READ MORE
what it takes to triple your revenue…
Recently, we reviewed the last three years progress with Mastery Coaching member, Chad Disbennett, CFP from Lancaster, Ohio, a small town of about 40,000 people, 30 miles south east of READ MORE
The Prospecting Myths
In the video below, Scott Keffer explains the great prospecting myths of advisor marketing. The Prospecting Myths (Below is the transcript from the video.) Here is a great prospecting myth. READ MORE