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I recently had the honor of being a speaker at the Exit Planning Institute’s (EPI) annual summit. Throughout the event, I got to speak to hundreds of financial advisors. Let me tell you, I love opportunities like this where I can meet face-to-face and have engaging conversations with my readers. But one thing struck me […]
Predictably Planning Your Eight-Figure Exit Read More »
What do you think of when you hear the term, “ideal client?” Does it conjure images of the billionaire next door who always invites you to join him on exotic hunting trips because he’s so appreciative of the way you’ve handled his accounts? No? Maybe that’s just me. In all seriousness, what does the ideal
7 Reasons Your “Ideal” Client Will Prevent Your 8-Figure Exit Read More »
When you first began your business, you were probably willing to work with anyone who could fog a mirror. However, as your business has grown, you’ve had to become a little more selective. Your business has become more complicated as it has grown. All of a sudden, you’re looking at the vulnerabilities in your company
Small Business Marketing: Creating the Perfect Buyer Persona Read More »
