Super Dope COI Strat for 2020
In this podcast we welcome Alanah Phillips of Lincoln Financial Network to talk with us about a highly effective strategy for cultivating rewarding relationships with
February 21, 2020
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February 18, 2020
Weird Questions I Can’t Answer
I guess I am supposed to pretend I know all the answers. But the truth is that I don’t. Here are some weird stuff about
February 14, 2020
Is your financial advisor elevator pitch crap?
As a financial advisor moves around in his or her social circles, people are going to ask you what you do for a living. Most
February 5, 2020
The Locksmith
Here is a story about how a locksmith showed up at my apartment to sell me a new lock for my door. He ended up
January 28, 2020
Stop Barfing. It will improve your Marketing ROI.
In this podcast you will learn how to disarm rich people by not barfing useless information on them during a sales meeting like most people
January 25, 2020
Dinner Seminars that Rock like Eddie Van Halen
Not my choice of marketing strategy, but I know many financial advisors who have done well by getting new clients through dinner seminars. Here are
January 24, 2020
Dan Solin’s Instructions for a Human First Meeting
I always love hearing Dan Solin discuss his human and relatable approach to building relationships. Thrilled to have one of the best in the profession
January 16, 2020
Would you enjoy being a client of your own practice?
In many practices, the larger and more profitable clients end up subsidizing the smaller clients. Would you enjoy this if you were that client? Would
January 15, 2020
Get Ready for that Awkward Talk about Dementia! (cringe)
It’s not fun, cool, or glamorous, but this is one of the conversations that separates the good financial advisors from the ones who have to
January 11, 2020
