Monthly Archives: March 2019

How to Find and Meet the Best-Connected Person in the Room

The best way to grow your business through referrals, quickly, is to work with highly connected people.  The problem is, those people aren’t always easy to spot.  It’s not necessarily the most “powerful” person in the room.  The best-connected person … Continue reading

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Are You in Danger?

Matt Oechsli, president of Oechsli Institute conducted a study to find the top 6 reasons affluent investors leave their advisor.  This information can be used two different ways.  1) Make sure you do not suffer any of these 6 sins, … Continue reading

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Pictures Paint a Thousand Words

Concepts can be hard to explain.  Points of view can be hard to explain.  Getting people to change can be hard to do.  If you are looking for a laser that will cut through “hard to do”, look to simple … Continue reading

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