AI Will Change Your Business. Don't Let It Change Your Judgment.
Every major shift in business creates a temptation to chase the newest tool.
Can I Borrow Your Car?
Our Can I Borrow Your Car newsletter teaches you how to strategically provide value to others, creating a powerful network that improves ideal client acquisition and retention while building relationships and your personal skills.
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You Built a Successful Business... So Why Doesn't It Feel Right?
Most business owners spend years trying to reach success.
Live by the Sword, Die by the Sword: Why Relationship Marketing Outlasts Algorithms
Every business owner eventually faces a choice.
Live by the Sword, Die by the Sword
This week’s newsletter was inspired by one of my daily “Under the Hood” videos, which you can find on YouTube or LinkedIn.
The Referral Question Every Business Owner Should Ask
Every business owner wants more referrals, but very few stop to ask a simple question:
Stop Chasing Algorithms. Start Investing in People.
Every week, another expert promises they’ve figured out the latest algorithm.
Garbage In, Garbage Out: Why Great Advisors Start With Better Data
Every advisor wants better tools.
The Two Collaboration Networks Every Advisor Should Build
Most professionals think collaboration is simply about expanding their network.
The Opacity Thesis: Why Financial Advisors Are Standing at a Tipping Point
The best advisors shouldn’t fear transparency; they should welcome it.
The Fee Opacity Thesis Is Here
Last week I told you a paper was coming.
The Marketing Data That Proves Relationships Still Win
Every year, businesses invest more time and money into new marketing tactics, hoping the next platform or technology will unlock growth.
AI, Fee Transparency, and the End of Hiding Behind Your Business Model
The conversation around fees is changing, and not because charging for expertise is wrong.
Don't Forget to Live While You're Building Your Business
We spend so much time chasing the next milestone that it’s easy to forget why we started building a business in the first place.
The Rhythm That Makes Referrals Predictable
What if the biggest obstacle to consistent referrals isn’t your network—but your rhythm?
Still the one
I was able to find some cold water and wild trout this morning, but I had to drive 1hr 45 minutes to do so.
Are You Paying for Advice… or Just Algorithms?
Artificial intelligence is getting all the headlines, but that’s not the real story.
The Fee Opacity Thesis: What Independent RIA Owners Need to Face About Pricing and Referrals
Your best client cannot explain what you do
Stop Chasing Branding. Start Building Real Relationships.
Everyone talks about branding.
The Referral Myth That's Holding Professional Services Firms Back
Every professional services firm wants a stronger pipeline, but too many rely on referrals that happen by chance.
Your Referral Strategy Isn't Marketing (And That's Why It Isn't Scaling)
Most business owners believe referrals are something you earn simply by doing good work.