A Great Business Tip from Online Dating
I asked my 23-year-old son what he wanted for his birthday. He said, “A girlfriend.” I witnessed the struggles he faced as he tried to figure out HOW to meet and connect with people in this […] Read More
What Do You DO When You Hear NO?
If you’re like most people, hearing NO can take the wind out of your sails. Responding emotionally to NO’s can take the wind out of your SALES. Consider this: lions catch their prey in only […] Read More
A Fun and Easy November Marketing Campaign
Yesterday I attended yet another Zoom funeral service for a much-loved man. Leonard left an impressive legacy. Friends described themselves as adopted members of Leonard’s family. He was kind. He expressed a true curiosity about what was […] Read More
Being Seen, Heard and COunted
My 70-something year old neighbor Jan was up before dawn today, and will not return home until long after sunset. She volunteered to be a local polling place judge. Jan balanced her own personal risk of […] Read More
Are You Making the #1 Mistake?
Brenda was a highly successful financial advisor when she decided to avail herself of obvious new business opportunities. A new hospital was being built about 10 miles away. She observed there were many medical and dental offices within walking […] Read More
A Story of Hope
This week end I saw a movie Clouds that sent tentacles into the core of my being. This is the story of Zach Sobiech. Zach was diagnosed with a rare childhood cancer called an osteosarcoma […] Read More
What If You HeaR, “I Work for Hugs?”
The incoming president of the American College of Surgeons started his keynote address with the words, “I work for hugs.” These four words help explain why so many financial advisors have difficulty engaging doctor prospects. How […] Read More
Webinar: With What DOctors SHould You Work?
Would you like to work with more doctor clients? Through my decade of experience helping financial advisors accelerate their growth in the medical market, I can tell you that the most successful advisors do not […] Read More
How do You Beat Your COmpetition?
I was speaking with a frustrated financial advisor who asked, “How can I possibly compete with the national firms who run TV and radio ads? i’m just a small boutique firm.” I told him that I liked […] Read More
Weighing Risks and Rewards of In-Person Meetings
I got a call from a dear friend and colleague who retired a few years ago. While I follow her international travels through her Facebook posts, we haven’t seen each other in years. We reminisced […] Read More