Performance Tips

After interviewing hundreds of people

You get to decide what experience your clients will have with you.

Being it is summer, I will be brief. Suffice to say that mindset beats skillset.

As of today, July 9, 2026, most of us have completed 130 Monday-through-Friday workdays

We have become keenly aware of what is preventing affluent people from moving forward with a purchase decision.

Artificial intelligence is making once-rare expertise widely accessible

In this commoditized marketplace, prospects wonder, “Why should I do business with you?”

I am always interested in seeing the evaluations

Recently, after speaking at a top producer conference in Maui

In an environment where experiences matter