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PODCAST / VIDEOS

Since 2010, I have recorded hundreds of videos and audios. Each week I share brand new ideas, concepts, case studies, and strategies that you can execute in your business today. Subscribe today so you don't miss out.

Why You Need a Vacation Jul 16, 2021

A real problem in this industry is, by and large, a lot of advisors in our space are experiencing burnout. The last 16 months have been non-typical times where most of us have gone into survival mode. This prevents us from bringing our A-game and elevating our businesses to success.

We all need...

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3 Pieces of Advice to Help You Move Forward Next Quarter Jul 09, 2021

Hello everyone and hope you all had a great 4th of July weekend! We have completed the first half of 2021, and now it is time to level up your game for the second half. Now is not the time to take your foot off the gas and treat the market like it is good enough and you just ride it out for as...

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Why You Must Do a Mid-Year Review Jun 25, 2021

As we’re getting very close to the middle of 2021, I wanted to dedicate this episode to why it’s important to do a mid-year review. I want you to take some time and do two things: 1 - do a thorough first half review and debrief of your actions, activities, and results, and 2 - figure...

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What is Working Now in Business Development Jun 18, 2021

Today I’d like to share a conversation I’ve had with many of my private clients about where to get new relationships from. There are so many options out there nowadays and to tell you honestly, I think ALL of it works. But the real question is, which one will work for you?

For this...

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Why You Must Raise Your Fees Jun 11, 2021

Several weeks ago, I was in Scottsdale, AZ where I held a couple of mastermind sessions. There was one topic that came up that advisors had different opinions of - How much do advisors need to charge for things?

For this episode, I want to share with you what I believe should be the basis of the...

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Summer 2021 Strategies Jun 04, 2021

Hello everyone! Hope you all had a fun memorial day weekend. For most of us, this also marks the unofficial start of summer. In the pre-pandemic era, summer means a time to relax and take vacations. Today, after more than a year of being stuck in our homes, having a break this summer takes on a...

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Why Your Enviroment Matters to Your Thinking May 21, 2021

It’s been more than a year into the pandemic and our industry is experiencing massive burnout. And when we’re stuck in our homes, we often go into the “since I can’t go anywhere, I might as well work” mentality.

I was given the opportunity to do some mastermind...

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How to Overcome Obstacles May 14, 2021

 

If I ask you what the difference is between advisors who elevate to the highest levels from those that struggle, you might say the answer’s obvious. Those that succeed work harder, do proper planning, and have the right vision and mindset.

While all those are true, there is a...

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