NEWS, BLOG, AND VLOG
The End of Internet Explorer
Internet Explorer has been a staple of many people’s internet browsing experiences since its launch in 1995. For many, the first time they ever explored the internet was through Internet Explorer. The iconic logo is immediately recognizable the world over and has perhaps graced more desktops than any other icon [...]
How Are You Scaling Your Business?
I talk to many of the country’s most successful financial advisory firms, and the ability to scale is at the top of their lists. Are you taking the right steps to scale your firm?
The Pareto Principle: What Is It & How Can You Apply It to Grow Your Business?
The Pareto Principle, also commonly called the 80/20 Rule, states that about 80% of outcomes come from 20% of causes. While this principle can be helpful in prioritizing high-impact tasks and can help increase your productivity, it can also help you grow your business by identifying your best clients and [...]
What Do Your Clients Really Think About You?
We all strive for 100% client satisfaction... but that’s nearly impossible. But we can get closer by asking the hard questions and not making assumptions...
TCJ Episode 10: Ranking the Top 5 Hottest Leads for Advisors – First Party Data Acquisition
Over the course of the past few weeks, Mike & Greg have ranked their top 5 hottest types of prospect leads that advisors receive, and how specific marketing strategies built around each one can generate more revenue. Their final pick is first party data acquisition. Gathering first party data via [...]
Change Happens
Since the beginning of time, humans have been telling one another, "Our world is changing more quickly than ever"...it always has, and always will. So why have the irrational need to be reminded? Check out John Capuano's quick video below for more.
