If you are like most humans in our world you stress over things like:

-too few appointments
-sales results
-travel headaches

And every now and then we need to put all of those things into perspective.

[Read more…]

Your advisor clients and prospects are deluged with information.

Worse, it is information that often they can find online, unaided.

So how exactly are you going to become irreplaceable?

[Read more…]

How clear is it, to both clients and prospects, what’s going to happen after you leave?

Did your meeting end with a plan…

…or a thud?

[Read more…]

Yes, we’ve covered LinkedIn here before – and never like this.

What happens when you take a former LinkedIn insider/senior leader and put them to work helping a firm develop and implement a super successful strategy for serving advisors and building non-product value in the market?

[Hint: It’s a massively successful PVP-Peerless Value Proposition®]

Listen in to learn the whole story.

[Read more…]

70% of an advisor’s new clients are in the middle of a major life change.

70%!

How does an advisor (and their wholesaling partners) best accommodate these clients, their emotions and their money?

[Read more…]