Dec 2, 2021
We're about to have a "Family Moment"…
This is when we have a tough-love conversation about the fact that things will never be the same again -- And that it's not a "bad thing" if you embrace and capitalize on the change. In fact, we are seeing a major “COVID bounce” that spans across multiple business...
Dec 2, 2021
Baby Boomer retirements DOUBLED in year 2020 over what took
place in 2019!
Oct. 25, 2021, Investment News: Early Retirement surging as a
result of Covid, research finds.
An estimated 5.25 million people who left the workforce during the Covid-19 pandemic and of that, 3 million (which is over 57%) appear to have retired...
Nov 11, 2021
Overlapping the areas that matter with the areas that can be controlled is a recipe for a successful business model…but then overlapping your passions as the third dimension, that is what can build a dynasty!
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Advancement:
Nov 4, 2021
Achieving your ideal practice requires you to be a contrarian. You will never get there following the mainstream down the path of products, pricing, and performance. But you can get there through Process and Platform Partnership.
- Understanding What Matters & What Can be Controlled.
- Working too many...
Oct 28, 2021
Introductions are light years better than referrals; however, most advisors don't know how to duplicate the clients that are likely to make those introductions! It’s crucial that you must first uncover and quantify them.
- Total Customer Value (TCV) = 1 Yr Revenue | 3 Yr Revenue | 5 Yr Revenue
- Total Maven Value...