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The Two Sentence Rule

I’ve invented a revolutionary new way of communicating designed for the digital age and messenger apps. I specialize in assisting financial advisors to generate leads. Discover my unique Two Sentence Rule that has helped tens of thousands of financial advisors like you get ahead of the competition.

No-Nonsense Marketing Tips for Financial Advisors

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Latest Blog Posts

Building Connections

Vid 88: How financial advisors can get referrals from clients using LinkedIn

In this video I talk about the process of nurturing relationships with the active connections of your clients on LinkedIn to eventually lead to new clients. The question of how financial advisors can get referrals from clients using LinkedIn is a bit of a misnomer. The techniques in this blog aren’t to get a “referral” …

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