Month: January 2022

Please tell me if you’ve ever experienced this situation at work or home: Someone as an expectation of how a process, or meeting, or result might play out. They did not communicate that expectation. That…

READ MORE >

Is it really possible to build a successful referral-only practice without asking for referrals? I have to admit, until I started interviewing top advisors for my podcast, I was skeptical about this possibility. I have worked…

READ MORE >