What 45 Years of Asking for Referrals Taught Me. It Was Never About the Ask.
The referral game changes as your practice grows. The volume that built my early years isn’t what brought the relationships that defined the later ones. Here’s what I learned about both, and why the answer in the end was the same.
The Advisor Who Wins the Next Decade Will Be Fluent in Both AI and Humans.
AI is taking work off advisors’ desks at a pace nobody predicted. Here’s exactly where it helps you, where it quietly hurts you, and the audit that tells you which side of the line you’re on.
84% of Financial Advisors Talk More Than Their Clients. 87% Have No Idea.
A study of nearly 10,000 advisor meetings exposed something most of the profession has never seen. Here is what the data revealed, and the simple exercise that will tell you exactly where you stand.