Once you’re clear about the “who” in terms of your Right Fit Client, it’s time to move to the second area of clarity: the “what.” The “what” means: what you want Right Fit Prospects to think about READ MORE
Blog
is this poisoning your sales?
Imagine, getting a phone call from the poison control center, telling you that you must get a message to your neighbor about their son. Apparently, their son ate at a local restaurant, which served READ MORE
do you have emergency room prospects?
Our 15th Double Your Affluent Clients® Boot Camp is over and it was a huge success. Advisors from across North America discovered The 7X Advisor Model® to transform their advisor practice into a READ MORE
here’s how to distinguish you
I failed out of this business in the early eighties. Well, not really failed. My results were mediocre and I hated being seen as a salesman. After ten years in wholesale, helping advisors grow their READ MORE
you caught in the paw trap with clients?
“You don’t need more clients… you need more-better clients,” I told Mark and Dan, partners in a successful financial advisory firm. Bad English, I know. On purpose to make a point. A Client MRI READ MORE
YOU and Shark Tank’s original Shark
Kevin Harrington has taught me many things. In his latest book, Put A Shark In Your Tank, Kevin talks about becoming a KPI, Key Person Of Influence. You may not recognize his name, but you will READ MORE