DOES ANYONE REALLY LIKE ASKING FOR REFERRALS? MY GUESS WOULD BE NO.
Do you enjoy asking for referrals?
My guess would be no, you don’t, and I bet I can guess why.
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Asking for referrals is an inherently selfish act.Â
The standard ask is something like this…
“Dear...
TIRED OF ONE-WAY REFERRALS?
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Are you sick and tired of eternally sending CPAs and attorneys referrals and never getting any back? This is one of the most frustrating parts of networking as a financial advisor. Everyone tells...
BUILD YOUR FARM TEAM
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According to Cerulli, $84 trillion of wealth will be transferred to the next generation through 2045.  And many of those people won't be keeping you as their advisor!
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I have two questions for y...
HEALTH IS THE NEW WEALTH
I used to be hardcore. I did. When I was in the Army, I maxed out the PT (physical training) tests and did 12-mile ruck marches in full battle rattle. I repelled out of helicopters and fast-roped off ...
VALUE IS GOOD FOR THE BOTTOM-LINE
Tell me you are NOT an Intentional Advisor without telling me you aren’t an Intentional Advisor.
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Here are the exact words of an advisor on an advisor-only forum asking how to be as ungenerous as p...
BREAK THE FACADE
Were you taught, like I was, to put up a wall of professionalism between you and your client? Were you taught to try to look smart and stay in control? To keep your personal foibles out of the relatio...
NOBODY KNOWS UNTIL YOU TELL THEM
I want to let you in on a little secret…nobody knows what we do! They think they know, based on whatever narrow experience they have had with "advisors" in the industry. But they don't.Â
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MANY peop...
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