Articles
The Automatic Customer
If you know me, chances are you know about this book. It is, in my opinion, one of the top 5 books all entrepreneurs must read. Why is it in my top 5? Let me tell you. Theme of the Book The Automatic Customer is a book by John Warrillow. John owned a consulting business…
Read MoreAIRBNB and it’s AIRDNA
Last week we introduced you to AIRBNB and some things to consider if you are looking at whether or not it might be the right fit for you in your wealth management strategy. If you think AIRBNB is for you and you want more information on its DNA, then our topic this week is right…
Read MoreStepping into AIRBNB
I knew when I was talking to my Mom one day as we were planning some family vacation and she said “Oh, we can just book a home on AIRBNB,” so nonchalantly, that AIRBNB was a much bigger deal than I had realized. Then, a few weeks later, a friend and mentor of mine took…
Read MoreBridge Building
Traditional financial advisors will normally help people by focusing on the end of a person’s life. They want to make sure that the individual will not run out of money before they die, and to do this they keep moving the goal earlier and earlier until they get to this magical number where they can…
Read MoreKeeping my mouth shut, unless …
“No one cares how much you know until they know how much you care.” We’ve all heard this phrase before and as a younger man, I just brushed it off as cliche but the older I get, the more I believe it. What is it about this phrase that rings so true? Because no one…
Read MoreFunerals
Recently, a good friend of mine lost his father and it made me think about how important life is. It brought me back to an article I read about how important “the dash” is in your life. The dash is the dash used on your tombstone between the year you were born and the year…
Read MoreHurry Sickness
When I heard this term for the first time, I pretty much knew I had it. So, what is hurry sickness? By definition, hurry sickness is “a behavior pattern characterized by continual rushing and anxiousness; an overwhelming and continual sense of urgency.” As if that wasn’t bad enough, it’s also defined as “A malaise in…
Read MoreThe Art of Neighboring
Recently, I heard a sermon at church that left me more than just a little convicted. It was entitled “The Art of Neighboring” and it highlighted the biblical truths about welcoming your neighbors and being a light in your community. The pastor had some stats that supported the fact that people who are in community…
Read MoreCreate value and then help
When I was in the corporate financial services world, one of the biggest problems I saw was advisors not knowing how to bring real value to the people they served. They were trained on this product or that service, but those products and services may not be the right ones to help their customer reach…
Read MoreYou Can Dew This!
See what I did there? That clever wordplay was part of my slogan when I ran for student government back in the 3rd grade. More importantly, for me, it was something I had never done before. I set a goal, put my mind to it, came up with a creative slogan and was elected by…
Read MoreThe Floyd “Money” Mayweather Lesson
I have always admired Floyd “Money” Mayweather for being a master of his craft with his flawless record and his pursuit of excellence. He has been portrayed as a controversial figure, a man surrounded by piles of money with a wild lifestyle outside the ring. All of that is fun and entertaining and has definitely…
Read MoreThe Art of the Deal
One of the guests on our podcast recently was a gentleman that has had tremendous success in real estate by building a portfolio in a very short amount of time. During the interview he said something that I felt like I knew, but that I really didn’t appreciate. He said he doesn’t buy real estate…
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