I have a question for you today, what business are you in? It's not a trick question, but a question that is really important to achieve lifelong clients. A lot of the time the answer I'm looking for is not the answer I get from advisors seeking my counsel. To find out the business you're truly in...

What I've found from coaching financial advisors for 25 years is that time is not really relevant to success. Nobody wins - nobody ever gives away the award for the financial advisor who spends the most time in the office. No such award right? What you really need is to follow a strict game plan e...

Today I want to talk to about everyone's favorite word: CHANGE! In our ever-changing world of technology and moving from one generation to the next, you need to embrace and evolve or expect your business to die. Find out how you can continually shift so your business will thrive in my latest episo...

Today I want to talk with you about how you can create your ultimate competitive advantage. In an industry and profession where we are compliant based it becomes difficult to create a competitive advantage with guarantees and testimonials like other industries have. The question is what are you le...

You're in one of three places right now in 2018. You've either had a great year and exceeded your goals, you haven't had the best year, or you maybe just wandered along through the year. Now that we're nearing the end of the year many people slow down, but I'm here to tell you to avoid that to hav...