An hour can make a huge difference

I used to think working harder and making more money were the only keys to success. I ranked in the top tier of all advisors in my firm. I brought in more new business than peers who had been in business 5, 10, and even 20 years longer than me. Plus, I was bringing in […]

Building a Legacy of Growth & Purpose

The PGA Tour posted this quote on social media after Max Homa’s brush with a Masters green jacket. I absolutely love it. And not just because I was quietly rooting for Max to win. These reflections should resonate with anyone striving for excellence. Max said, “Winning doesn’t always come with a trophy… Winning is fickle. […]

Breaking Through Capacity Roadblocks: A Productivity Framework for Financial Advisors

Discover how overcoming capacity roadblocks can propel financial advisors towards greater efficiency and business growth.

Discover how overcoming capacity roadblocks can propel financial advisors towards greater efficiency and business growth. In the competitive world of financial planning and investment management, overcoming capacity roadblocks is a common challenge. Many advisors find themselves at a crossroads, trying to ‘grind it out’ amidst a sea of day-to-day tasks, losing sight of growth, team […]

The Proven Approach to Mastering Client Introductions

While the notion of client introductions may have become clouded, studies consistently show that referrals drive significant growth in the industry. We believe that if you provide value to your clients and give them the chance to express their appreciation, they’ll naturally want to introduce others to your services. We delve into the concept of client advocacy, emphasizing that what you truly seek are introductions from advocates – those who value your work and are eager to share it with others.

Have you optimized your practice?

We understand – you excel at optimizing your clients’ financial aspirations while carefully balancing returns and risks. However, let’s take a moment to reflect. Have you ever pondered whether you apply the same optimization principles to your own practice Spoiler alert: many of us do not. We often set numerical targets – striving for revenue milestones or asset objectives. But here’s the crucial point: those are just numbers. They fail to capture the true essence of what propels the vitality of your practice, day in and day out.

The Power of Your Signature Solution

Do you ever notice how the financial advisory landscape seems to blend together? Advisors use the same tired phrases and follow identical processes. But here’s the truth: your advisory practice is as special as you are. Your approach, your clients, and your values set you apart. It’s time to embrace your uniqueness and embark on a path to success. However, there’s a hurdle. How can you effectively communicate your distinct value to your clients? How can you lead them from where they are to where they want to be under your guidance? Many advisors struggle to articulate their value proposition in a compelling and original way.

The Foundation of Peak Performance

Success often stems from investing time and effort into building a solid groundwork upon which to build our dreams. In fact, we can dream even bigger. You see, amidst the complexities of our becoming the best we can be in business and life, we sometimes need to take a step back. And ensure that we have a solid foundation in place before pursuing new opportunities.

Spaghetti Code

A plate full of spaghetti…no sauce. Looks appealing. You only need to warm it up with some homemade marinara. Voila, comfort food at its best. Well, not always. Sometimes the noodles are stuck together in sticky mess. They can’t be salvaged. Martha Stewart’s best cooking secrets won’t help. Similar things can happen with financial software […]

Nine Year Old asks “Does God Talk?”

Does God talk? A few days ago, one of my former website members, Carol, signed up to receive my 30 emails in 30 days, but she issued a return challenge… Robb, I’m in but here’s one for you – not business oriented. I’m collecting emails to put in a book for my nine year old […]

Roller Coaster Vision

Your vision for success is a personal decision that shouldn’t ride the roller coaster of up and down markets. Being engaged is all about developing and maintaining a passion for your clients, your career and your personal interests. It requires a steady commitment to your vision through both the good times and the tough times. […]