Everyone knows that referrals/introductions are the number one driver of new business (our 2015 research confirms this once again).  What’s evident, however, is that very few advisors quantify this properly. One of our favorite metrics to review ...

Recently, I had a chance to listen in on a talk from Jim Collins, renowned author of Great by Choice and Good to Great. Several points he made got me reflecting on the financial advisory profession. As advisors, so many of us don’t put...

Do you know the six most common types of workplace distraction that interfere with your ability to focus and be productive...

This collaborative tool produces real ROI

Take it from me: Working with your spouse can certainly be challenging at times, but it can also be ...

Atlanta:  “This might seem a bit ridiculous, but in social settings I’m often asked ‘How’s business?’ and I feel as though I’m missing an opportunity,” John whispered following my keynote, not wanting...