Videos
Psychological Safety| Spend More Money
Want to read more? Check out the Quick Hits.
Read MoreQuick Hits: Bait and Switch | Buffet Money Tips | Divided Congress Means for the Markets
There is nothing worse than feeling like you’ve been baited and switched… Most of us don’t ever mean to bait and switch someone but we do it unknowingly. We do it by not having extremely buttoned up processes. We do it by not being almost perfect after the sale is made. Want to see more…
Read More4 Hats of Running a Business
Someone is not wearing this hat in your business…and it shows! If you get tired of analogies, don’t watch my video below. I give a few too many. But you’ll at least catch my drift 😊 As a business owner you can’t help but to have the passion behind what you do. Then you lead the…
Read MoreWhere Are Your Testimonials?
May the 4th be with you and your testimonials! ⭐️ Up until this point it’s been ILLEGAL to put your testimonials from your very own clients in your marketing! ✋🏻 Illegal. 👮🏻♀️ Let’s break free from the jail bars that SEC had us in! 🙌🏻 Here are 5 tips to break out of the gates quickly with your…
Read More3 Ways to Fail in Retirement
𝗥𝗲𝘁𝗶𝗿𝗲𝗺𝗲𝗻𝘁 𝗣𝗹𝗮𝗻𝗻𝗲𝗿𝘀❗ – here is a resource for you to use. You can tell them the WARNING Signs all you want, but sometimes it takes someone else saying the same thing for them to believe you. Am I right? Barron’s shares the “3 Ways to Fail in Retirement” and if you are a #retirementplanner you are going to…
Read MoreRule of 7
3,000 people told us it was a “good time”… 𝗪𝗿𝗼𝗻𝗴 𝗮𝗻𝘀𝘄𝗲𝗿❗ At least that’s what we don’t want to hear when we ask “𝘞𝘩𝘺 𝘥𝘪𝘥 𝘺𝘰𝘶 𝘢𝘵𝘵𝘦𝘯𝘥 𝘵𝘩𝘪𝘴 𝘦𝘷𝘦𝘯𝘵?” When your prospect says “you got me at just the right time,” how do you make sure you keep showing up at “𝗧𝗵𝗲 𝗥𝗶𝗴𝗵𝘁 𝗧𝗶𝗺𝗲❓” 💬…
Read MoreBIG WINNERS on this slot machine
What is the biggest difference between the Elite and those grinding it out? The Elite think differently & they ask better questions. When it comes to marketing they believe that it is an 𝙞𝙣𝙫𝙚𝙨𝙩𝙢𝙚𝙣𝙩, 𝙣𝙤𝙩 𝙖𝙣 𝙚𝙭𝙥𝙚𝙣𝙨𝙚. When you think of your marketing as an investment you treat it entirely differently than an expense. 𝟯…
Read MoreWhere are your referrals?
Is “Hope”🙏 one of your strategies for getting more referrals? Consistent flow of referrals is one of the super powers of the elite advisors… How do they bring in referrals consistently? 2 ways. Watch the video below to hear the explanation. #referralmarketing#referrals#marketing#entrepreneurship#financialadvisormarketing#sales
Read MoreCure for the ADHD Business Owner
I’m not a doctor, but I’m pretty positive every Entrepreneur has ADHD. 💊I found the cure!! Ok so maybe it doesn’t cure the ADHD…it harnesses it. I do this exercise with every new client of mine and I do it for myself at the start of every year. It’s not rocket science or productivity mind…
Read MoreAre your noodles naked?
The first thing high net worth clients notice about you is 🔁 synergy! Are your noodles naked? 🍝 Do your brochures and collateral scream professionalism? More importantly… Does everything your prospects see, hear and touch all have the same look? Are all your marketing funnels talking with one another? If not, your marketing noodles are naked! There is…
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