I've been meaning to share this post for a while now. Some of you will already know, I'm a huge film fan. There's something deeply satisfying about watching a...
When it comes to engaging new clients, everyone has their own way of doing it, and the number of meetings involved is one of the most common variable. The truth - or...
When I talk to advisers about content marketing, invariably the topic of frequency comes up. "How often do I need to share something?" My personal opinion is...
I'd like to share one thing I consistently see missing from most adviser's websites that literally negates most of the point of having one in the first place, and...
How would you feel if I had a magic wand that could literally save hours in your week? Would you let me wave it? More importantly, what would you do with the time...
I want to share with you another gem that I've learned that makes transition conversations easier and many program members tell me is one of the most valuable elements of...
Many years ago, I became intensely interested in the stages people go through when faced with a negative life event. Death is the obvious one. Serious illness is...
Have you seen the movie version of Jordan Belfort's book, The Wolf of Wall Street? Memorable, right? Not just because it holds the records for the most frequent use of...
Dear Adviser, Apologies for the impersonal nature of the intro, but this is something I still wanted to try and address on a more 1-to-1 level, and implore...
I want to share a little story about a recent conversation I had with Chiēf Brabon from the 'Original Boot Camp'*. Those who came the last Excelerator...