EXPERT ADVISOR ADVICE

All that you need to know to get your life and your practice on the level you want it to be

Show Me the Clients: Update Your Prospecting Strategy

The Internet is full of marketers who will try to convince you that there is one silver bullet to buy...

Thursday, May 19, 2022

We are the average of the 5 people with whom we spend the most time – Jim Rohn

While I spent virtually no time one-on-one with either of these men, they became two of the five people that shaped my practice and my life.

Thursday, May 12, 2022

Meetings That Convert: Amp Up Your Prospecting Process

Clients must recognize you as a person driven by their financial success. You can’t control what the prospect does, but you can control what you do.

Tuesday, May 03, 2022

Finding a Mastermind for Financial Advisors

The “No Theories. No B.S. Rule” – You cannot talk the talk if you haven’t walked the walk!

Thursday, Apr 28, 2022

Let’s Talk Taxes: How to Approach Tax Season with Your Clients

There aren’t a lot of words clients hate to hear more than taxes. Keep reading to learn tips and tricks for broaching the topic of taxes with your clients and keeping the entire process smooth and productive.

Thursday, Apr 21, 2022

Popular Topics

1

Secrets To Surging – What Other FA’s Don’t Tell You About Surging

Surge meetings happen with the Financial Advisors systematically holding client meetings in

2

Value Adds

If you are routinely providing clients with value adds in a consistent, efficient, and deliverable

3

Like Coke from a Coffee Mug: Run Your Best Client Meeting

Client meetings can be a dreaded part of a routine or you and your clients’ favorite part of your

4

Should We Buy Gold?

Spouses, come in to meet with you and they begin expressing concerns about inflation, the dollar

5

Finding a Mastermind for Financial Advisors

The "No Theories. No B.S. Rule" - You cannot talk the talk if you haven't walked the

Are You A Perfect RIA?

Take the quiz to see how your practice stacks up

Rate my Practice

Contact Us