Status quo never made a sale

If financial services doesn’t change our client service models, and soon, our industry will go the way of the VHS tape.

Question: How much of your day is spent aggregating accounts, calculating historic performance or handling routine money requests? How quickly are these rote office functions going to be replaced by AI?

How much time would you rather spend anticipating your client’s changing financial needs?  Using real-time data to offer more personalized advice? Showing compassion and understanding for unexpected life changes? 

By 2020, “the most successful financial advisors will be those that have replaced account calculations and mathematics with client empathy and compassion.”*

Following the status quo won’t make your next sale. And it certainly won’t transform your clients’ lives — which is probably the reason you got into this business in the first place.

Transforming lives takes action. If you’re ready to step into your influence and claim your place as an industry thought leader, join me in my virtual boardroom, October 7-9, when I offer my Operation Amplify Master Class.

The work I do with retirement plan advisors, TPAs and wealth managers is truly transformational.  It puts information into action, helping you consistently find more ideal clients, boost referrals and be top of mind when your clients have a money question or problem.

Want to learn how to stand out in a sea of sameness? Be part of a community of like-minded colleagues and industry influencers? Amplify the heart in your business?  

The 90-day Plan of Influence that we create together will put you more at ease and help you feel more joy in your work.

If you’re ready to transform and go all in, I am ready to get you there.  It’s time to register for Operation Amplify. So…if you’re ready to transform, send me an email and let’s talk.

Fill out the Contact Form below and we’ll get a call on the books!

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*, “What will the financial advisor industry look like in 2020?” Feb. 21, 2017

There are no marketing hacks.

Tricking someone into clicking something in your email based on a false or misleading premise is an awful way to start a relationship.


The whole concept of using clickbait to feed people into a lead generation “funnel” is slimy, in my book. (In what world would your best clients want to be classified as a ‘lead’ or manipulated into a funnel?)

Important point: Authentic marketing is not hackable.

One of the ironic byproducts of the digital age is that, to connect with clients, we have had to become deft publishers of our best ideas. This is the basis of good thought leadership. The hard part of becoming a thought leader, though, is learning how to develop your voice and having the confidence to step into the place where you are comfortable with “publishing” your best ideas. That takes no small amount of courage. And it takes a lot of hard work to focus on what is meaningful to you and your clients and avoid things that do not make you happy or productive.

Let’s face it: Content marketing, inbound marketing, thought leadership marketing — call it what you will, it’s all about offering content that is relevant and valuable to the people you are trying to attract to your way of thinking. The process requires you to become a fully amplified influencer of your tribe.

If you’re ready to dig into a forward-looking marketing approach that requires courage AND creates community, please join me in October, when I offer the inaugural Operation: Amplify master class. Here I will show you how to amplify your digitalEQ™ and create a Plan of Influence, a thought leadership marketing plan that will help you find more best-fit clients, boost referrals and be top of mind.

Let’s talk.

Want to dip your toe into becoming a thought leader? Want to kick around a strategy for your business? Jump on my calendar! I’m offering mini strategy sessions to people who are ready to shift their marketing into high gear (without any fluff or hype). My goal? To help you with results-generating insights, ideas and strategies developed over a 30-year career consulting and collaborating with the highest performing retirement plan advisors and wealth managers in the country. And, I’d be delighted to answer any questions you have about Operation: Amplify.

If this sounds good, let’s not waste another minute. I’ve got time to chat if you do. Hit reply now and let me know what’s on your mind.