Industry jargon is your clients' and referral sources' love language
Forming friendships, cross border referrals and mentoring with Paul Beare
Do You Use Social Media in Your Practice?
If Marketing Isn’t the Goal of Your Law Blog, How Does It Bring in Work?
In this business—the retirement plan business, the ERISA world—you don’t build anything alone. You might draft the documents, run the meetings, fix the failures, and chase the clients, but if you’re lucky, a few people walk...more
A great scene is in GoodFellas is when Jimmy chastises Henry for getting arrested because he allowed himself to be incriminated through wiretaps. For years, I’ve been warning advisors about the referrals they make and it...more