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You Can't Think Your Way to a Thriving Business on a Diet of News-Porn and Outrage

You Can't Think Your Way to a Thriving Business on a Diet of News-Porn and Outrage

Most business owners are unknowingly destroying their most powerful asset; their thinking, with outrage cycles and gossip. Discover what proven entrepreneurs consume instead and why protecting your me... ...more

Funny with a Biz Lesson

April 14, 20265 min read

How Do Financial Advisors Keep Clients After Death, Divorce, or Incapacity?

How Do Financial Advisors Keep Clients After Death, Divorce, or Incapacity?

Financial advisors don’t lose clients over performance. They lose them during death, divorce, and incapacity. Learn how client relationships actually break and what to do to retain spouses, heirs, and... ...more

Customer Keepin'

March 30, 20266 min read

Did the Dog Eat Your Professionalism? What Financial Advisors Must Know About Client Experience and Cancellations

Did the Dog Eat Your Professionalism? What Financial Advisors Must Know About Client Experience and Cancellations

Two cancellations. One week. Both blamed on dogs. Financial advisors, your clients are keeping score every time you drop the ball. Here's what Disney taught me about showing up when it matters most. ...more

Customer Keepin'

March 30, 20269 min read