DennisMay 10, 20221 minBlog 257: Google YourselfA friend of mine needed an assistant and let the world know by posting on her various platforms. A number of people applied, and she...
DennisMay 5, 20221 minBlog 256: Your Band is One of Two Things ...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...
DennisMay 3, 20222 minBlog 255: Make Your mEetings 'Can't Miss Events'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...
DennisApr 26, 20221 minBlog 254: Who are you helping your clients become?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...
DennisApr 21, 20222 minBlog 253: Experience Overhaul – The Review Meeting“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...
DennisApr 19, 20222 minBlog 252: Overhaul the Review Meeting - Part 5This is part 5, you can find the whole series of blogs, beginning at no. 248 on improving review meetings here www.seriousshift.com The...
DennisApr 12, 20222 minBlog 251: Experience Overhaul – Review Meeting Part IIIAn example of photo-worthy … I walked into a financial advisors office in Charlotte NC that was full of toys. The back wall behind his...
DennisApr 8, 20222 minBlog 250: What's the PointWhat’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...
DennisApr 5, 20222 minBlog 249: Experience Overhaul – The Review Meeting Part DeuxYou 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...