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The Cost of Doing Business

There are some hard facts to face when running your own business. Over the years as a business coach, I’ve been trained to spot the flaws in an advisor’s system. Whether it’s personal to the advisor, a hiring error, or structural mistake I’ve seen it all and helped...

Marketing Using Podcasting

We are going into some uncharted waters for financial advisors. Realistically, the reason you went into financial planning involved a lot of personal characteristics, but one of them was likely that you’re pretty good with numbers. Heck, you may have even been...

Fix The Right Problem

We are a marketing company. What is marketing you ask? After a call today I feel the need to explain what marketing really is.  There seems to be some confusion. Our goal as marketers is to  draw attention to your firm. If we are really great, we are able to get butts...

Leveraging COI Relationships Through Podcasting

The title of this article may sound like a recipe for exploitation, but that couldn’t be further from the truth. People enjoy helping others. Your clients and centers of influence (COIs) take pleasure in helping you and they also get satisfaction from helping others...

5 Advisor Growth Strategies for 2018

According to the Chinese zodiac, 2018 is the year of the dog.¹ I have no idea what that means for you or if you even care. What I do know about 2018 is that growing your practice will take a big commitment. Here are five ideas that work well when done together and in...