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2018-01-16 • 3 min video

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2018-01-16 • 20 second read

How do you welcome newclients? How do you say thank you for client referrals? How do you respond toclient service issues? Do you recognize milestones? As a business owner,branding is everything to your business, and everything you do is part of yourbranding. Everything you do matters.Scrutinize the entire client experience, and make a list of how you willrespond

to moments of truth. Thisis the first step in creating velocity, building confidence and ensuring thatyou are continually refining and optimizing your systems and procedures.Everything has to be rooted in process and habits.


Excerpt from The AdvisorPlaybook


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2018-01-15 • 20 second read
A lot of people in your market area need your expertise, but you shouldn’t spend time with people who need you at the expense of people who deserve you. You are only one person with just 24 hours in a day. Work with the people who are already convinced and let them convince their acquaintances for you.

Excerpt from The Advisor Playbook. 

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2018-01-12 • 20 second read
Clarify your goals on paper. Use the W-5 Process. You can’t just randomly or haphazardly approach the future; you must design it. You’ve heard about the fool who goes hunting with a crossbow and fires an arrow into the forest, saying to himself, “Boy, I sure hope something runs into that.” Later, he finds the arrow lodged into a tree and draws a bull’s eye around it. Don’t leave your future to chance. Excerpt from The Advisor Playbook
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2018-01-10 • 10 second read
Many people still think of professional advisors as salespeople on commission. Your actions on a daily basis will either validate that or prove them wrong. This is why I spend a lot of time deprogramming our advisor clients and replacing their sales approach with a consultative approach. That shift allows them to implement a service model that ensures their clients focus on what the advisor is worth, rather than what he or she costs. Excerpt from The Advisor Playbook To learn more about our consultative approach, copy and paste the following link into your browsers address bar:
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2018-01-09 • 20 second read
If you travel around the world, you don’t have to go too far to realize that most of the people on the planet would kill for your worst day. Because you aspire to achieve things through integrity-centered actions, you accomplish goals through the service of others rather than at the expense of others. So keep on dreaming big dreams but, in the meantime, be happy with what you’ve already accomplished while you aspire to fill in the boxes that have yet to be checked. Excerpt from The Advisor Playbook
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