You don’t mind referrals, right? Duh! If you would like to get more referrals without asking, read this… BTW, these referrals only come from your top 10-25 clients. Not 26. Why only the top 25? Using this powerful app, it… Continue Reading →

We just shared this in an email to some beta testers who have not completed their profile, yet. We figured we’d test this out for 24 hours on LinkedIn (offer closes and this post goes private at 12 PM tomorrow).… Continue Reading →

InvestmentNews* just posted this financial advisor survey last week in an article titled, “Marketing, Technology Top Advisers’ List of Strategic Focus Points This Year.“ Top financial advisors were asked…What will be most important to your growth in 2021? 23% see growing… Continue Reading →

Ever gotten a referral and had this thought… “Wow, that was so easy. Why don’t I just do that all the time?!” Then weeks, months go by and nada happens. I remember this when I was in production. At the… Continue Reading →

As an advisor (CPA, attorney, financial advisor, realtor) your job is to lead people & businesses thru the challenges in life, period. COVID’s poured some fuel on the fire of need people/businesses have for you, right? To accelerate you helping… Continue Reading →