Serving Rich Kids: The Fortunate Few
We are all the same. We are born. We grow up. We are shaped some by our genes and a whole bunch by our circumstances and environment. I grew up poor, and would have done anything legal to prove myself and live in a big house. No problem with work ethic. But, plenty more to […]
How to Grow Your Financial Services Business – Act Different. Be Different.
When I was 40, I left a firm of 120,000 employees to join one of 120. I almost wanted to go back into the womb, but it was too late! My new firm was a small trust company/ wealth management firm headquartered in Boston. They tagged me to move to Denver and open the firm’s […]
How to Grow Your Wealth Management Business
It’s easy enough decide “We need to grow”, and send out the order to charge the hill. A significant business has already been created. Now, there is a new directive. We want to grow! That is, grow more or grow differently. Perhaps the growth of years past has leveled out.Maybe, the external environment has changed. […]
How to Get Clients & Prospects Moving!
“My client knows what he needs to do, but he just can’t pull the trigger.” Sound familiar? Some people are just hard to help. Not because they are bad people. They’re stuck. They’re caught by deep rooted forces that literally control them. They have an awareness of these, although their actual understanding normally runs between […]
Service Businesses
HOW TO GET CLIENTS AND PROSPECTS MOVING! HOW TO GROW YOUR WEALTH HOW TO GROW YOUR FINANCIAL SERVICES SERVING RICH KIDS
Recommendations to Make Higher Connections – Part 2
In Part 1 (read it here), I said I wanted to help you make more money. That will come from being in a state of Higher Connection. And, there is much here that transcends the almighty dollar. My connections were almost instantly transformed by what I had learned up to where I left off in […]
Are You Ready to Make Higher Connections? Here’s How – Part 1
I help clients make more money. For example, a client’s CPA and I just showed a business owner how to save a cool $17 million. That is easy enough with businesses, family offices, and high-net-worth clients. However, what about investment advisors, relationship managers, accountants, lawyers, sales people and pretty much everybody else? We are all […]
Your Next Career Success: 5 Things You Must Know
You are looking for your next gig. I meet a ton of people at this stage of life, normally in their 40s, 50s, and 60s. Careers are much more fluid than in the old days. And, we are working longer. Some are fairly at peace with the transition at hand. There is the larger group […]
Career Series
YOUR NEXT CAREER SUCCESS HIGHER CONNECTIONS 1 HIGHER CONNECTIONS 2
The Cost of Status Quo – Part 3
Part I – Group I moves forward. Part II – Reasons Group II chooses status quo. Part III – The true cost of status quo, and choosing to avoid it. The Real Cost I used to work with a family business consultant years ago named Dr. Leon Danco. His consulting fee was $20,000 a day. […]