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 […]