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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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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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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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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I recently came across an idea about change that I found remarkably insightful. Change is an external event. Transition is an internal experience. The more I have thought about this distinct ….
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