New Puppy, Same Lessons
We just brought home a French Bulldog puppy…I know, I know. 4 Kids, fast moving job, running a team, already have a dog, etc. etc. but YOLO!
I’ve always wanted this specific dog and he showed up in Topeka and I couldn’t say no!
Anyway… like any leader, I’m learning fast. Puppies don’t come with instructions. They need consistency, attention, and training to thrive. Sound familiar?
- So do new team members.
- So do marketing funnels.
- So do clients.
Whether you’re raising a dog or building a business, structure wins. Clarity matters. And progress takes patience.
Quick Hits: Insights for Growth-Oriented Advisors
The best financial advice right now is the most counterintuitive
- “It feels terrible to do nothing while the market tanks. It’s still the best course of action.”
- You and I both know this is not the BEST advice BUT in some cases it can be. That’s why they need you to give them a plan!
How to prospect in today’s world: 5 sales strategies for financial advisors
- I just came across this article today from 2020 and I thought it had some great ideas!
- I love the LEADS acronym
- Leverage your existing client base
- Engage the next generation
- Adapt to technology
- Dive into your numbers
- Seize the opportunity to build connections.
Consumer sentiment hits historic low as inflation fears hit 44-year high
