Financial Services, Speaker and Coach

No SOU™ Leads To IOU’s

Two of the most important words in sales and advisory practice are: What’s Next? These two words can be applied to a number of professional practice areas, including new client(s) acquisition, service items, client reviews, marketing, and basic daily responsibilities, duties, and activities. This morning I was talking to nationally known marketing guru David Newman, […]

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So You Think You Are “Right”?

In China, doctors get paid when you stay healthy. In the United States, doctors get paid when you get sick. Who’s right? In the United States, we worship dogs and eat cows. In India, they eat dogs and worship cows. Who’s right? In the United States, we identify our address by locating our position on […]

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Monday Jump Start #1

Here’s a couple questions for you; What is YOUR “Why”? What drives YOU to push YOUR envelope of what’s possible for you? What is so important that YOU will get down on your hands and knees to crawl to see “it” achieved?

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Top Wholesaler Mistakes #6 – Drive-By Wholesaling

Wholesalers face aggressive activity objectives. Today’s standard is 25 in-person contacts per week. When covering larger geographies this proves challenging. As a result of insufficient scheduling, some wholesalers stop at an advisor’s office after calling to say, “Hey, I’m just down the street…” or – even worse – totally unannounced. “Do you have a few […]

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