How do you scale special?
A sense of righteous indignation spread over the face of the advisor who approached me after a keynote presentation on “systematizing” financial planning service. The idea went against the very foundation of financial planning, he said, an industry in which clients need individual attention, personal service and advice tailored to their situation and goals. Trying […]
Trade your To-Do list for a To-Be list
Somewhere along the way, with the best of intentions to serve better and grow faster, we become human doings swimming in a sea of to-do lists, pursuing the next productivity hack, desperately grasping to the idea that our task lists have a bottom. We have built our identities and our businesses on what we […]
How fear stunts your growth and steals your time
I want to talk with you about the lollipop of mediocrity. Everyone has one, we carry it around with it in our pockets, tempted by the allure of its easy sweetness. There’s only one problem with the lollipop of mediocrity – take one lick and you will suck forever. I know, it’s not my […]
Implementing Client Meeting Surges To Boost Advisor Productivity And Systematize Client Value
The odds are high you’ve been peeling your banana the wrong way. The common technique is to grab the stem at the top and pull. If too ripe, only one leaf pulls away, leaving the rest to be awkwardly peeled back. If not yet ripe, the unyielding stem meets with a knife or fingernail, revealing […]