In my last essay, I wrote about a wonderfully simple customer acquisition model. Love your clients. Some of them will love you back. They will tell their friends about you. Some of those fri ….
Read More

James Clear wrote something very insightful about mental toughness. “Do the circumstances dictate your mood and emotions? Or do you choose your mood and emotions, and the situation is some ….
Read More

I came across this simple but mind blowing visual recently. It shows what might be one of the most powerful customer acquisition models I have ever seen. At the top of the funnel are your ex ….
Read More

I was listening to a podcast recently and a seasoned financial advisor in the US said, “I don’t have clients with investment problems. I have investments with client problems.” While it ….
Read More

One of the biggest challenges I hear financial professionals talk about is remarkably simple. How do I communicate my value? It is an important question because almost every prospective clie ….
Read More