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…
FINANCIAL ADVISOR BLOG
The following short video tells the story of how I segmented my service offering over two decades ago and signed on my next set of…
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…
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…
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…