
004: Donald Miller on How Advisors Can Apply Hollywood’s Story Formula to Their Practice & 3 Simple Website Tips For Dramatically Increasing Appointments
Donald Miller (@donaldmiller) is the CEO of StoryBrand. Combined, his 7 books have spent more than a year on the NYT Bestsellers list. He’s...

003: Scott McKain on Creating the Ultimate Client Experience and What Made Zig Ziglar Unforgettable
Scott McKain (@scottmckain) is an internationally know authority on helping organizations create distinction in every phase of business, while also teaching them...

What Ron Carson Learned From A Billionaire Client
I recently had the privilege of interviewing Ron Carson. In case you haven’t heard of Ron (learn more on LinkedIn),...

The Goal Setting Process Warren Buffett Uses To Say ‘No’ and Achieve More
Top achievers' thought processes are often the same. I was recently reminded of this when a friend shared a story...

002: Ron Carson on “The Sustainable Edge” & Turning His Dorm Room Startup Into $6B Firm
Ron Carson (@rchusker ) is the founder and CEO of Carson Wealth, Carson Institutional, and Peak Advisor Alliance. Carson Wealth is...

001: Michael Hyatt on the 10 Biggest Goal Setting Mistakes People Make (and how to fix them)
Michael Hyatt (@michaelhyatt) is the New York Times, Wall Street Journal, and USA Today bestselling author of Platform: Get Noticed in a Noisy...

Tip for Financial Advisors: Luke Skywalker You Are Not, Yoda You Must Be
If you live in America, there's a 99.9% chance you know that the new Star Wars movie is coming out...

5 Ways To ‘Sock’ It To Your Clients: Create a “Wow” Experience
Here's a quick story of how I personally created a "Wow" experience to set the stage for how to pull...

Financial Professionals, Do You Make These Mistakes When It Comes to Making A 1st Impression?
It’s not faith in technology, it’s faith in people. –Steve Jobs Each day, billions upon billions of searches are conducted...

How to Create Credibility with Prospects
I remember a few years ago when my wife Sarah and I were trying to find a builder to construct...

4 Ways to Turn Your Seminar Into a “Rock Star” Event
I was asked the other day on a coaching call, “Why do certain financial professionals continue to have success with seminars, while...
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