8 Critical Questions to Establish Value
I’ve been re-reading an incredible book, “Value-Based Fees” written by Alan Weiss. Alan talks about how to charge – and get – what your worth. While this book was written for consultants, I see financial advisors as consultants more than I see them as sales people – so I think it has tremendous relevance and value. Below are eight questions that you can frame for...
Read MoreHow to Start a Movement
I’m not sure how effective this will be for your business but I’m open to hearing about successes and failures. Mostly I’m interested in seeing your...
Read More7 Simple Truths
Have you ever wondered why you haven’t been more successful? Why it always feels like you haven’t quite nailed the perfect formula to grow a more sustainable, more profitable and more rewarding business? And are you tired of feeling like you’ll have to work harder to make more, when in fact you’re mostly looking forward to working less and making more? We’ve been helping independent...
Read MoreBrand Rants
A series of short audio recordings about branding. Your Brand Precedes You People assess you before they ever meet you. Audio MP3Audio MP3 (2 min 50 sec) The Role of your Website It’s not “Build it and they will come”, it’s “Build it for when they come!” Audio MP3Audio MP3 (3 min 29 sec) Introductions A powerful higher-level of referral Audio MP3Audio MP3 (1...
Read MoreThe Money Tree
Just a few words to get you thinking. “unlike money, time doesn’t grow on trees” I invite you to comment on what this means to you in your pursuit for more success and more happiness in your business. I also invite you to reflect on how much you truly value your time – especially the time it takes you to get to where you want to go in this business. Unlike Money, Time...
Read MoreWhat it Takes to Stand Out
Being part of TactiBrand has provided me the privilege of working with some of the best business minds in North America. Most of the time, these are Broker/Dealers and financial advisors but we’ve also been part of incredible opportunities with other entrepreneurs. It’s safe to say that the very nature of our business – that being to help others simplify their success – puts us in front...
Read More-
8 Critical Questions to Establish Value
Feb 16 -
How to Start a Movement
Aug 17 -
When NOT to Invest in Marketing
Jul 17 -
Thinking About A New Website?
Jul 15
