Featured
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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October 6, 2026 | 16 Minute Read
Nano Learning
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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October 2, 2026 | 2 Minute Read
Featured
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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September 29, 2026 | 14 Minute Read
Nano Learning
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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September 25, 2026 | 1 Minute Read
Succession Planning
Change versus Transition
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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September 22, 2026 | 8 Minute Read