FINANCIAL ADVISOR BLOG
Best Client Gifts to Stay Top of Mind During the Holidays
The holidays can bring equal parts of stress as they do cheer if you struggle with holiday shopping for friends, family, and clients. There is
How to Build a Great Testimonial System
92% of people trust a recommendation from a peer, and 70% of people will trust a recommendation from someone they don’t even know. The importance
Home for the Holidays: How to Ask for Referrals Subtly from Family
Are you missing out on opportunities to double your business? If every single client you had, right now, gave you a referral, that’s exactly what
Where Are You Sitting For 2022?
The following short video is a quick tour of what my tech setup looks like. Where are you sitting for 2022, and what effect is
Hire Slow and Fire Fast – The Key Principles to Find Your Next Superstar
With the newly coined term, The Great Resignation, financial advisors find it increasingly more difficult to find adequate help with their business. Whether it’s hiring
Brand New Webinar From Simon Reilly…
Simply enter your info below for free, instant access to my new webinar that will reveal how to Eliminate Stress, Create More Time, Increase Productivity, and Position Your Advisor Business for a Smooth Succession Using The 5 Advisor Superpowers.