STOP PREQUALIFYING PROSPECTS
Most of us were taught to prequalify prospects so that we don't waste our time with people who don't have enough money to hire us.
There are several flaws in that model.
- If you are an Advi ...
IS ANYONE SELF-MADE?
I grew up poor, joined the Army to get educated and took a lot of risks as an entrepreneur to get where I am today. I am the one who went without paychecks when money was tight. I went into debt to ...
WHAT INSPIRES YOUR GRITTIEST SELF?
"Grit is about working on something you care about so much that you're willing to stay loyal to it."- Angela Duckworth in her book GRIT.
I am re-reading Grit right now and I am struck again ...
BLACK FRIDAY GIVEAWAY & DISCOUNTS
As this year wraps up, I can't help but think…I'm so glad 2020 is almost over. Come on 2021, be a better year! Be the come back year for all of us! It is so easy to push 2020 away and reject its le...
COMPONENTS OF A PURPOSE-DRIVEN BUSINESS
CASE STUDY: the components of a purpose-driven, profitable business.
There is a reason that people use analogies to communicate. Sometimes we can see something more clearly from a distance t...
A CLIENT-CENTRIC APPROACH TO PURPOSE
There are three types of advisors when it comes to the conversation about building a purpose-driven practice.
-Those that get it.
-Those who don’t care.
-And those who get it, but don’t kn...
GENEROSITY AS A BUSINESS MODEL
ARE YOU GIVING YOUR CLIENTS SOMETHING TO BELONG TO?
"We have a strong desire to belong to small groups defined by clear purpose and understanding."
-Sebastian Junger,in his book Tribe.
Our modern society leaves a void of disconnectedness ...
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