As we’re getting very close to the middle of 2021, I wanted to dedicate this episode to why it’s important to do a mid-year review. I want you to take some time and do two things: 1 - do a thorough first half review and debrief of your actions, activities, and results, and 2 - figure...

Today I’d like to share a conversation I’ve had with many of my private clients about where to get new relationships from. There are so many options out there nowadays and to tell you honestly, I think ALL of it works. But the real question is, which one will work for you?

For this...

Several weeks ago, I was in Scottsdale, AZ where I held a couple of mastermind sessions. There was one topic that came up that advisors had different opinions of - How much do advisors need to charge for things?

For this episode, I want to share with you what I believe should be the basis of the...

Hello everyone! Hope you all had a fun memorial day weekend. For most of us, this also marks the unofficial start of summer. In the pre-pandemic era, summer means a time to relax and take vacations. Today, after more than a year of being stuck in our homes, having a break this summer takes on a...

It’s been more than a year into the pandemic and our industry is experiencing massive burnout. And when we’re stuck in our homes, we often go into the “since I can’t go anywhere, I might as well work” mentality.

I was given the opportunity to do some mastermind...

If I ask you what the difference is between advisors who elevate to the highest levels from those that struggle, you might say the answer’s obvious. Those that succeed work harder, do proper planning, and have the right vision and mindset.

While all those are true, there is a...

Ever wanted to try a new venture or project but end up not pushing through it? You probably felt that it’ll most likely fail in the end because you don’t have the discipline to execute it. Or maybe you wanted to join a physical challenge but change your mind at the last minute...

The last 14 months have not been normal. We stopped things that we normally do and we had to adjust the models that used to work for us. The optimal model I had for myself was to get 2 weeks of intense coaching, 2 weeks of content creation, 2 weeks of doing what I do then have some down...