There’s a real danger in your financial planner marketing or when you meet with a new prospect… And that is if you do a great job of a post or video or Instagram story etc, you teach such great stuff that at the end, people say: “Hey – that was great. I learnt a lot.[…]

Start Fast, Start Right Mastery Model I’ve been working on something cool that I wanted to share with you. For the past few months, I’ve been painstakingly analyzing the most successful strategies and tactics that work for all the different levels of financial planning, accounting, and mortgage broking businesses and what the most common ‘success[…]

Where do you sit on the 7 Figure Performance Pyramid…? The Financial Planner Ascension Model (Performance Pyramid) is a visual representation of where you are at in your business growth journey. Everyone – no matter how experienced – sits at one of the 6 levels of ascension. This does 2 important things for you… It[…]

Picture this… You’ve just stowed your bag into the overhead locker and you’re squeezing your way past the stranger in the aisle into your seat – struggling to find the right end of the seat belt buckle… Just as you get settled and press play on your chosen movie, the annoying flight attendant interrupts and[…]