The 90 Second Coach for Financial Advisors

The 3 Month Minimum

Most activity takes 3 months to have an impact on your business. Most people won’t persist more than a few weeks.

Pace, Pace, Lead.

The basic principles of establishing rapport instantly are embodied in this simple concept.

The Proposal Trap

Never ever, prepare a proposal. Once you determine there is a FIT and have agreed to work together, then you make your RECOMMENDATIONS. 

Top of Mind

Keep score and remember to remind your clients regularly and often that introducing you to others is a service you provide to them.

Your Cost, Your Worth

Create the clarity around the full scope of what you do and what you are being paid for. Clients appreciate an understanding and the simplicity of your message...and can communicate it to others.

All the Marbles

Your Value is like a bag of marbles. Putting it in a package or a Crown Royal Bag allows someone to carry it around and share it with friends.

The Costco Story - Part 1

Excerpt from David's upcoming book The Entrepreneurial Algorithm

The Costco Story - Part 2

Excerpt from David's upcoming book The Entrepreneurial Algorithm

The Costco Story - Part 3

Excerpt from David's upcoming book The Entrepreneurial Algorithm

The Costco Story - Part 4

Excerpt from David's upcoming book The Entrepreneurial Algorithm