How to Realize your One-year Vision

How to Realize your One-year Vision

Can you believe we’re almost halfway through the year? It’s the beginning of May! Are you halfway toward your One-Year Vision? Do you have a One-Year Vision? This might be the perfect time to reflect, reboot, and determine what you want your business or practice to...
How to Be More Referable

How to Be More Referable

Initially, you need to be liked. (Unfortunate, I know.) That’s online too! If you’re not liked, nothing else matters. I’m not going to refer someone I don’t like, even if they’re great at what they do. (The exception might be a brain surgeon – I may not like him, but...
Play to Your Strengths

Play to Your Strengths

I received an email from a kid from my old neighborhood named Cody. I haven’t been in touch with Cody for 9 years, so it made my day to receive his note. I used to play football with him and a group of his friends across the street as the “official quarterback”. The...
6 Knock Out Strategies for the New Year!

6 Knock Out Strategies for the New Year!

“If you don’t know where you’re going, any road will get you there.” -Lewis Carroll I lead groups of sales producers, mostly financial advisors, through a coaching program called Fight Club. Yes, we don’t talk about Fight Club, but I am going to discuss it here. Shhh…...
5 Ways to Own Your Calendar for the New Year!

5 Ways to Own Your Calendar for the New Year!

I lead virtual networking events nationally and regularly deal with registration, planning, and all the prep that goes with it. The meetings and the work that goes into them are an absolute blast! We now have Communities in New York City, New Jersey, Philadelphia,...
4 Ways to Effectively Network TODAY!

4 Ways to Effectively Network TODAY!

How to Effectively Network Online Here is the number one question I get asked from financial advisors, brokers, agents, planners, and reps now that we are mostly in virtual meeting land. Ready? Drum roll please. How do I network now that almost everything is online?...
Skip to content