Videos
Quick Hits: Don’t Fight Your Season | Gen x Marketing | Better or Worse?
Don’t fight the Mini van! (I mean season) Here are Your Quick Hits: 10 Marketing Strategies for Generation X A Short History of the 60/40 Portfolio Love this picture: Not sure if this makes me feel better or worse:
Read MoreYear End Planning? Make sure you are doing the WOO!
Shapes of Stories
“Somebody gets into trouble, then gets out of it again. People love that story. They never get tired of it.” This was a line from Kurt Vonnegut from an important video I want you to watch this week. Check out the first quick hit and let’s make our stories more engaging!
Read MoreThe Keeper Test
Ever read “The Keeper Test” by Erin Meyer & Reed Hastings? I was reminded of this book recently as I have had conversations about leadership and growing your team and making sure you have the right people on your team. If this person were to leave me, would I fight hard to keep them?
Read MorePassion Marketing
Big shout out to Cody Foster’s Recent podcast episode with his recent guest Jay baer! Definitely give it a listen if you haven’t already, tons of great nuggets to implement today. Here are a few that I took away:
Read MoreAll Time Low Sentiment
Consumer Sentiment is at one of the lowest points it’s ever been since they started tracking it in the 70s. Here is an advisors perspective article to explain a little more. What does that mean to you and your marketing? In my opinion, what I’m seeing is people are in the “Freeze” mode. They don’t want an advisor…
Read MoreYour Most Important Mindset
The U.S. is still on this rollercoaster. Sounds like retirees still need you to fight for their retirements! Check out the video and the first quick hit on building a mindset in yourself and your team to make sure you succeed over the long haul. Make it a great week!
Read MoreStay Psyched!
Stay Psyched! One big thing I’ve noticed about the most successful advisors and successful business owners is how excited they are about where their business is going. They have a passion that is authentic about what they are building. You probably get this excitement every time you start something new, but how do you keep…
Read MoreWE gatta fight!
This week I’ve seen a few things come out on investment behavior and I had a couple thoughts around what I feel might be happening at the moment. Lead flow numbers are down, Seminar attendees are down, Appointment and stick ratios seem to be coming down as well. Business is UP…but primarily from current clients.…
Read MoreClosing Window of Opportunity
Opportunity is here…not sure how much longer. Keep reading here.
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