“The best time to plant a tree was 20 years ago.  The 2nd best time is today.” Kind of holds true for raising your AUM, right?  Also, adding referrals, getting intros, etc.If there is not bait in the water, there… Continue Reading →

I’m saying this not to pat myself on the back (I am pleased though:).I share this because it’s a testament & “reminder” to me how following a system flat out works. I find when I’m in a grey zone with my… Continue Reading →

That Once Is In Your Hands Can Take Any…Financial Advisor Or Realtor From Ordinary ​To Celebrity Advisor Practically Overnight… ”(Imagine What It Can Do In Your Hands?) On this Brand New webinar we cover how to become a nationally known celebrity financial advisor… Continue Reading →

Checkout this meme on snail mail vs. email (15 years ago vs. today)… You feel that this is true?  It is so, soooo true.  How this helps you… Merrill Lynch’s 1948 advertorial campaign (snail mail was key way to request/receive… Continue Reading →

As you know, our system parallels with Ken’s model that has turned him into a Billionaire ($3.8B).There are many reasons why he (a pretty standard FA) has done this, BUT 1 reason he’s not a billionaire is that he had 1… Continue Reading →