Business Coaching

How to Prepare Yourself For Networking Opportunities

How to Prepare Yourself For Networking Opportunities

Networking is a necessary part of creating your business, establishing your reputation, and building your clientele. For some, pitching themself and their business may feel awkward. They might even consider it the worst part of the job. For others, banter comes...

Ways to Improve Advisor-to-Client Communication

Ways to Improve Advisor-to-Client Communication

As a financial advisor, you know that establishing successful relationships with clients is key to your business. These relationships require trust and transparency, achieved through effective and clear communication. An effective and meaningful communication strategy...

5 Unintentional Red Flags You Might Be Showing Your Clients

5 Unintentional Red Flags You Might Be Showing Your Clients

Picking the right financial advisor is an extremely important decision. It’s not just hiring someone to handle finances in the short term; they’ll need to account for long-term financial goals too. This requires choosing an advisor that can be trusted to make sensible...

Taking the Red Pill: Part II

Taking the Red Pill: Part II

Now that we’ve laid the foundation of self-image, relationships, and work, let’s talk about how those help lead to health, prosperity, and significance. Health Consider that you are stressed at work. What do you use to take the edge off, or to numb yourself? Your drug...

Taking The Red Pill: Part I

Taking The Red Pill: Part I

The Myers Methods is something that we implement in real estate, but the Red Pill is our model for a centered life. And the Red Pill is what I prescribe to anyone that I work with in financial services. The point of this model is to have you look at yourself and to...

Top Advisor Marketing Podcast

Top Advisor Marketing Podcast

Hello, and welcome to another top advisor marketing podcast. All right, everybody. This is a rare situation. And why is it rare? Well, you don't know. So I'm going to tell you that. So this is what it is I have never had besides my...