Month: September 2026

Asking for referrals can feel awkward, especially when you don’t want to look like “That creepy referral guy!” If asking for referrals feels awkward, the problem may simply be that you’re asking at the wrong…

Don’t Tell Clients Your Value. Help Them Hear Themselves Say It. Here’s what’s happening when clients put the value you are providing into their own words. For years, I’ve been teaching financial professionals the importance…

In this digital age of skepticism, social proof is one of the fastest ways to build trust, even before a prospect meets you. Most prospects don’t have the technical expertise to assess investment strategies, tax…