Let me paint you a picture … Although we haven’t taken off yet, everyone on my plane is nervous because we are flying into Newark....

This month’s theme in our online community is BRANDING, and I wanted to share some thoughts about what we have been working on. Of...

A friend of mine needed an assistant and let the world know by posting on her various platforms. A number of people applied, and she...

A promise kept or a promise broken. If you say you will post your blog every Tuesday and Thursday, do it. Every single time. If you say...

You go to meetings because you have to. You’re obligated. Whenever possible, you skip them without so much as a second thought. When you...

You probably didn’t think you’d learn the secret of life this morning, let alone from my blog but here we are. The reason we’re all here...

“The best thing you can hear your client say is “Wow. I’ve never thought of that before.” – Tom Frisby, cofounder of DMWSC and The...

This is part 5, you can find the whole series of blogs, beginning at no. 248 on improving review meetings here www.seriousshift.com The...

An example of photo-worthy … I walked into a financial advisors office in Charlotte NC that was full of toys. The back wall behind his...

What’s the point? For my entire career, most advisors have told me the same thing, which is that they spend 10-15% of the meeting talking...

You should check out the last blog if you missed it, all the blogs I’m writing this month (April) are about Review Meetings and they are...

The review meeting you have with your clients is the most important time you spend with them each year. Here are a few tips to help turn...

Ignorance and arrogance are the artist and entrepreneur’s indispensable allies. You have to be almost clueless enough to have no idea how...

The smartest thing you can do with your time is creating opportunities – real or virtual – where your clients, fans and admirers can...

Ignore everyone else. They don’t care and they are not interested and you’re not only wasting your time, but you’re also wearing yourself...

Any success you will have, at anything, will ultimately come down to one of these two questions: How little can I get away with or How...

I suppose it’s not that much of a leap to realize that parenting is leading, most often by example. Let’s continue our list from the...

George Burns once said of honesty, “If you can fake that, you’ve got it made.” He could have also been talking about authenticity. You...

I was talking with a client a few weeks ago and the topic of humility and leadership came up. It gave me cause for some thought about the...

The best thing you can say about a Leader? She made me better. I miss her. I want to be like her. The best thing you can say about a...