Category Archives: General

In their book, Boomer Consumer, Matt Thornhill and John Martin lay out exactly what Boomers want and how to get them into your office.  There is a wealth of information in the book, but I’d like to just talk about … Continue reading →

One of my favorite movie quotes from Field of Dreams.  It applies to so much in life… including our business life.  So, what do you need to build for clients to come to you?  Value.  But here’s the kicker… you … Continue reading →

As we near summer, many of us tend to take our foot off the gas in our business… and spend more quality time with our families and having fun.  BUT… why not do both?  Your clients would love to meet … Continue reading →

Does your website need improvement?  Need help writing your press release?  Is your business card boring and forgettable?  You’d like to begin creating video content, but you aren’t sure how to get started or the best way to do it? … Continue reading →

Do you know something that you wish you could tell prospective clients about?  Do you want to get hundreds of thousands of people to pay attention to what you have to say?  Is there an idea you have that you … Continue reading →

Any good salesperson knows that emotions are what motivates people to buy… much more so than logic.  So, the question is, what emotion works best to get people to buy from you?  Well, lucky for us, smart people (Stanford University) … Continue reading →

According to leading research by HubSpot, more than 50% of clients want to see videos from companies they are considering.  There are many advantages to utilizing videos as part of your marketing and branding efforts: As just stated, people want … Continue reading →

What is the tool?  A handwritten note.  The year I made $967,000 I sent out over 200 handwritten notes a month.  In fact, many of my large cases I credit to those handwritten notes.  Not sure of how handwritten notes … Continue reading →

In a recent conversation with Prezmark, a digital content marketing firm designed especially for financial advisors, social media and your digital footprint have jumped to a new level of importance.  The founder Devin Taylor shared with us his insight and … Continue reading →