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 […]
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 […]
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 […]
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 […]
