The 90 Second Coach for Financial Advisors

The Elevator Pitch, Again

And when did simple communication become so complicated? When the coaches tried to make themselves important....Basic language and interaction skills is all that is necessary.
 

Who Should Be Your ‘A‘ Clients?

This one is short and sweet.
Why make it so complicated? It is a simple answer to a question that we typically make far too complicated.

Service Simplified

David is back! 
Service Simplified. Make it simple and easy for you and then Just Do It! You are doing more than 99% of your competition.

Tell a Story

The ancient art of story telling fosters word of mouth marketing. Harness and develop this skill when communicating your value and enhance your referral results.

Referral Flood Gates Opened!

Podcast from the On the Road series.
The referral flood gates opened. Why and How? Get comfortable and just do it!

Create Your Exponential Growth

It isn’t about just getting a client. It is all about creating a scenario where you capitalize on exponential growth. Does your New Client process foster that?
 

Fulfilling Your Obligations

All we have is our word. Making commitments and then fulfilling on them does not have to be laborious. It is all part of the process.

Procedures Create Efficiency

Do you need more staff or do you need more structure?

Demystifying Referrals

Demystify Referrals by referencing it as soon as you can. Once they become a client they will appreciate the privilege.

Do You Negotiate Your Fees?

Ode to Mike. “I don’t negotiate my value!?”