Advisors
Do You Qualify for a Profile in Courage Award? We Sure Didn’t.
This is the story of how we lost an account. It was a painful lesson, but one that’s worth reading whether you’re an agency, vendor or advisor—really, anyone ...
Does Your Team Share a Vision—Or Just Office Space?
Why did you go originally into business with your partners? And as a follow up: how long did it take you to think of an answer to that question? I’ve worked ...
How to Open Your Own Ghostbusting Business
If you want to build your business, become a Ghostbuster. I’m not referring to the movie, exactly (I didn’t even see the sequel.) I’m talking about the theme ...
If You Want to Make It Over the Long Haul, Put Your Marketing On Autopilot
As I said in my earlier post, some advisors are running on empty—and don’t even know it yet. They might be cruising smoothly for now. But if they aren’t adding ...
Do You Really Have Enough Prospects to Sustain Your Business?
There’s a looming marketing crisis the industry isn’t acknowledging. I encourage you to pay attention to it so that you can maintain sustainable growth for ...
Simple Sells
The financial industry overcomplicates things. Marketers across the industry will sympathize with me, we’ve all seen firms take more than a year to approve one ...