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

Thursday, Aug 04, 2022

3 Tips For Your Next Surge 

Some advisors can deliver 4x more value in a single day than others deliver in a week. Here are three tips to help you streamline your practice.

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Thursday, Jul 21, 2022

Who Invented Surge Meetings(™)?

Pinning down the origins of Surge Meetings(™) might be a fun exercise, but it won’t help your practice (except maybe for helping you decide who you should trust for advice).

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Thursday, Jul 14, 2022

You’re Over-Complicating Your Fee Schedule

When people are looking for a financial advisor, they don’t ask what fee schedule he uses. No, they ask who’s the best, then figure out how to pay him. 

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Thursday, Jul 07, 2022

Perfect Practice Makes Perfect

It is the execution of the littlest details that will make having the home-court advantage actually mean something.

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Thursday, Jun 23, 2022

What Metrics Should Matter To Your Practice?

The AUM is the right metric that shows how successful your practice is. Agree?

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Thursday, Jun 16, 2022

“This can’t be fixed”

How can you get the person who can fix your problem on your side vs. making their day hell?

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Thursday, Jun 09, 2022

Is it a joy or a burden talking with you?

Being with an upset client or a vendor that screwed something up, if you come in guns blazing, MAYBE you’ll get your way, but you will have burned a bridge.

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Thursday, Jun 02, 2022

Imposter Syndrome

We don’t talk enough about imposter syndrome, and maybe that is because we create an atmosphere that you have to be just north of confident and slightly south of arrogant to be the best in finance.

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Wednesday, May 25, 2022

Communicating with Clients

How many times have you taken a call from a client that really didn’t need you and needed a team member to help them make an appointment, update forms, relay information, etc.?

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Thursday, May 19, 2022

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 yourself a million more prospects overnight. No offense to marketers, but that’s simply not true.

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Thursday, May 12, 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.

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Tuesday, May 03, 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.

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Thursday, Apr 28, 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!

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Thursday, Apr 21, 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.

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Thursday, Apr 14, 2022

You Know What They Say About Taxes

You know what they say: nothing in this world is as consistent as taxes. Unfortunately, we all know how true that can be. However, you may be making mistakes in tax planning that lead your clients to pay more than they should.

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