Your Clients Don’t Always Know Their Real Problem

In my Nano, “Your Clients Don’t Have Investment Problems”, I wrote about something a seasoned financial professional said: “I don’t have clients with investment problems. I have inve ….
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It Is Not Enough to Love Your Clients…They Have to Feel It

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 ….
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Your Mood Is Not Your Strategy

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 ….
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Love Your Clients

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 ….
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Your Clients Don’t Have Investment Problems

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 ….
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