Become the “Purple Cow” in Your Market

Become the “Purple Cow” in Your Market

I would like to begin this post with an excerpt from one of my favorite marketing books – “Purple Cow” by Seth Godin. “When my family and I were driving through France a few years ago, were were enchanted by the hundreds of storybook cows...
Product versus Process

Product versus Process

Today’s topic is one that is dear to my heart as it is something I have practiced since the beginning of my 30 plus year career.  And in my opinion, it’s one of the easiest ways that you can separate yourself from the competition. Also fair warning,...
What clients think

What clients think

So in my previous post, I shared with you the concept of Authority and what it means.  And in the post, I promised you that I would share the results of a recent investor survey.   A few years ago I became friends with someone who is a self-made...
Commit to becoming an advisor”authority”

Commit to becoming an advisor”authority”

Ok, let’s talk about improving your business.  And I don’t care where you are in the spectrum of AUM or years in the career….we all can use a little car wax to help make us shine.    Here’s the thing… Being a Financial Advisor, when done...