This isn’t just some corny pep talk about goal setting. … Click Here To Read More

I see many financial advisors who are good advisors who do not do any marketing and the people who need them do not get to work with them.

However, I also see alot of financial advisors who are marketing their businesses – but they shouldn’t be. If one of these … Click Here To Read More

This was a dumb move on the part of the DOL, but it does create an opportunity for financial advisors with a strategic marketing eye. … Click Here To Read More

My tips for how to look hot on a Zoom call… Click Here To Read More

This podcast is about staying positive in the face of

challenges and also I am going to give you 5 concrete and tangible ideas about

how to expand your business using that positivity. And there will even be

exercises you can do, too.

I’m about to give you a prescription … Click Here To Read More

An RIABiz article details the demise of in person industry conferences. Whoo hoo! Yaaas!

I love it. And while the in person conference industry goes down in flames, let’s get some Zooming going on!

Zoom skills like the ones I explain in this podcast are essential for financial advisors as … Click Here To Read More

Hang in with me as I tell a personal story about how I am turning the City of New York upside down searching for the correct 20 people to advocate alongside me for my beautifully gifted son.

This has a highly meaningful application to your desire to expand your business, … Click Here To Read More

Have you gone nuts yet? The subject of this podcast is craziness. Here are five crazy/humorous ideas for financial advisors who want to get new clients during the coronavirus.… Click Here To Read More

Yes, this podcast is literally about how financial advisors can use a face mask to get new clients. … Click Here To Read More

In this podcast with John Anderson of SEI, you will learn what financial planning is likely to look like in 10 years. We will ponder these questions:

• How will financial planning change the client experience in 10 years?

• What forward-minded planners should be and are doing now to … Click Here To Read More