You ever been to Key West? I haven’t, so Beth and I are getting some R&R there this week. Make sure you take time to re-charge! This past week, advisors from across the U.S. spent three days in READ MORE
Blog
you need these 3 for more affluent clients…
Just three things... Three things you must be crystal clear about to succeed with attracting more affluent clients. Before the three, though, may I ask you a question: do you really want to succeed READ MORE
The #1 thing to systematize…
Davis Love III. Champion at 51. Love it! The old guy beat the younger guys. What the secret to winning in golf? Systematized swing (which I don’t have). Same in our business. My dad was in the READ MORE
the key to being a champion…
Colin Swatton celebrated as Jason Day raised the Wanamaker Trophy on Sunday, the prize for his PGA win. The trophy and $1.8 million. With Swatton's guidance, now going on 14 years as his swing coach READ MORE
The 3 Practice Profits…
Charlie called me out of the blue with an “opportunity.” For a 25 year old, any attention was flattering. “How would you like to be in your own business, where you can achieve financial freedom READ MORE
lead a horse to water… wanna bet?
Last day of our two week vacation at the New Jersey shore, as I grabbed the stack of books I was going to read at the beach and twisted… My lower back blew out. It was from a 30-year old injury that READ MORE