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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The Value Your Clients Don’t Know How to Ask For

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 ….
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The Real Gap

I recently came across an amazing quote by Coach Mike Tomlin. “It’s not what you are capable of; it’s what you are willing to do. Plenty of people are capable. Fewer people are willing.” ….
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