How Many Clients Should You Have?

Is More Really More? Only You Know Ralph and Diane were both successful financial advisors. Each had been in the business for about three years,...

How to Stop the Erosion of Your Business

Have you ever had a conversation with a client explaining the devastating effects of inflation and why they need to take action now?  Yet...

Financial Services Marketing Made Easy

Insurance sales people tell us that insurance marketing, acquiring new clients, is their #1 challenge. But it's ridiculous, as daily, thousands of individuals send...

Is Your Business Slow?

The financial advisor explained, “I don’t get it.  I used to get 60 people to my seminar and I am doing the exact same...
branding yourself

Branding Yourself: A Waste of Money for Small Business and Solopreneurs

Branding: Leave it for Big Businesses You read a lot of articles about the importance of branding yourself to gain clients.  These articles are written...