Tend to shoot a better round when you’re not looking at the scorecard?

Be the Yoda to your client, Skywalker. Guide them to where they want to go. They’re the hero of the story. Not you.

Self-Identity & Branding are the same. Brands aren't created... they’re discovered. A sense of identity isn't created either… it’s discovered. Figuring out who you are and finding your sense of personal identity is more like a process of elimination than an act of discovery.

What are you doing to strategically position yourself against the DIY investing apps?

Asking the right questions from the start can save you a lot of time and improve the odds of success over the long run.

What social media tool have you been neglecting for far too long?

Fun Social Media Marketing Idea: Consider VLOGing through stories on social media. Where & How? - FB biz page/group - FB & IG Live - LinkedIn - YouTube What To Say? - Daily Finance Tip - Daily Market Thought - Funny Client Story - Anything Personal Just try it! #marketingtip

Who do you need to add most to your team in 2023? A marketing director or an associate advisor?

I’ve realized over the years that successful people are willing to step away from the herd. They’re not afraid to go a different route. I think that’s why it’s rare that one succeeds privately. Critics are loudest while you climb + success seems to enjoy the spotlight.

Enthuiasm from a great leader will create a ripple effect to the rest of his/her team. Optimism is a very contagious force and energy multiplier!

Question skillfully, listen empathetically. Asking good questions is a skill. When you ask good questions, you’ll develop relationships faster and the depth of the relationships will be deeper.

Are you, or your more experienced advisors on your team conducting annual client reviews still? If so- consider hiring or allowing a newer advisor on your team to do those annual reviews with your C & D clients. They will develop faster & you’ll gain more time back in your day.

If you’re marketing with seminars and live events, follow this framework: 1. Tell a story about a (unnamed) client or personal story. 2. Give the raw facts and data to back what you're saying about the topic. 3. Offer a mini-hook or small CTA to drive appts. #dinnerseminar

#49ers WR and primary returner Ray-Ray McCloud suffered a wrist injury in practice that will require surgery. He is expected to be sidelined eight weeks.

Firing up the Odyssey season 2 soon