We had 3 great days with advisors from California to New Hampshire to Texas… and in between. It was a fabulous training for the Seminar Money Machine™. Advisors are consistently filling their READ MORE
Advisor Marketing
your marketing bubble bursting
Well… the Stanley Cup returns to Pittsburgh. :-) We are big hockey fans and really enjoyed to playoffs! Many hearts are broken when the bubble bursts and the hope of the Cup disappears. We have been READ MORE
word of mouth marketing… and my convertible
They gave away my convertible. :-( Beth and I arrived in Charlotte around 9PM and proceeded to the rental counter to pick up the Mustang convertible. Reserved and paid for. The woman behind the READ MORE
marketing to the affluent, who can’t be sold
Beth and I are heading to Blowing Rock, North Carolina for some R&R through Memorial Day. Jan Karon is the #1 New York Times Best-Selling author of the Mitford Series, which Beth just loves. As READ MORE
what a great marketing question
One of my early coaches and mentors helped me understand the power of positioning and posed this question, “Who has already spent time and money to earn credibility with your Right Fit Client?” Who’s READ MORE
financial advisor marketing Shark Tank-style
Well, it’s our 12th Double Your Affluent Clients Boot Camp this week. Hope I’m going to see YOU there. We have over 50% more coming than the November Boot Camp, so it’s SOLD OUT. This is part of my READ MORE