In my first and second parts of this 3-part series, I covered why you should be hosting your own Un-Networking Lunches and who you should invite. Now I am going to show you everything else you need to know to execute your first lunch, and how you can leverage...
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In my last email, I told you about the success of bringing two people in my network together over a lunch meeting, and how that led me to organize a lunch with ten professionals shortly thereafter. This larger-format lunch eventually came to be known as an “un-networking lunch,” a...
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I recently realized that my business is generating over $300,000 in annual recurring revenue from one unique source of clients. Every dollar of that $300,000 is generated from individuals who had no interest in my services when we first met. These people did not magically appear in my office...
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I did something today I haven’t done in 10 years – I applied for a retail credit card. Now, before you write me off as a sucker, I’d like to explain myself and highlight an important concept I’ve been preaching. I went to Nordstrom Rack to buy a few...
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The last time you heard from me, I shared the idea that traditional referrals are dying (or dead). I referenced a study which revealed that referrals are at an all time low for financial advisors, and I suspect they are low for most other professionals as well. This study...
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For most successful trusted advisors, referrals from existing clients and strategic partners have been the primary driver of growth for our practices. Many advisors would also claim that referrals continue to be their #1 source of growth. Are you one of them? If so, is it because you are...
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In a previous post, I introduced the idea of “Passive Loyalty” and the likelihood that the majority of your ideal clients are currently working with your competition, but they are indifferent towards them at best. There are a number of highly-effective ways you can get on the radar of...
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How Many Clients Will You Lose This Year? Each year, author Rohit Bhargava shares his thoughts on the trends that will shape business and consumer behavior in the coming year. Non-Obvious 2017: How To Think Different, Curate Ideas and Predict The Future, is another excellent addition to his series...
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After seeing a variety of posts and articles about The Life-Changing Magic of Tidying Up by Marie Kondo, I decided to see what all the fuss was about. It had been on the NYT Bestseller List for 24 weeks (30 as of this writing), but still, I was skeptical...
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