Sep 27, 2021

There is one overarching directive that elite advisors realize consciously or unconsciously. The things that matter most and are also controllable.   

1. When you first launch and are still small, TIME is your cheapest commodity.
2. But when you have reached a level of success or are growing rapidly, TIME becomes your most...

Sep 23, 2021

How to conduct pandemic sensitive events so that your clients and prospects will be comfortable and excited to attend. Much has changed, and the positioning of your events must evolve to compete.

1. Old days of meal vs no meal.
2. Today is about masks and social distancing.
3. Be sensitive. People are in different camps with...

Sep 16, 2021

The disservice of products, price and performance has been undermining the financial services industry since the beginning of time -- and it continues to be true today! Here's how you rise above:

1. The Advisor vs. the Salespest
2. 1. How do your best clients describe you?
   2. How do your best clients describe stockbrokers and...

Sep 10, 2021

Let’s talk about how this valuation growth happened!
--USA Financial affiliated advisors 12-Month Blue Book Valuations ending 2021.06.30 = +13.7% over 12-month valuations ending 2020.06.30.

1. Concentrate on electronic, digital and video communications.
2. Convert to online client events and remote meetings.
3. Introduction...

Sep 2, 2021

Do you feel chained to your desk? Or maybe you do not have enough revenue generating opportunities? Either way, you need to gain sustainable critical mass -- Let's talk about how to do that and learn the 3 steps to building critical and sustainable mass in your practice.

1. Client events – Starting Point.
2. • Expert...