Fact Finding Fails

Advisors are trained to do fact finding as one of the initial steps in a new opportunity. What many don’t know is that it can create an enormous blind spot. There’s a better way to do it. Fact Finding is about collecting data so that you can do some analysis. It...

Crazy about Kolbe

Your Kolbe result helps you to understand your own instinctive strengths, and the strengths of others, to improve lives in the way that you care most about. The Kolbe Concept holds that creative instincts are the source of mental energy that drives people to take...
Our Above The Line Virtual Conference

Our Above The Line Virtual Conference

The internet isn’t perfect for everything, but it’s perfect for this… On June 7th and 8th, we’re hosting a virtual conference: it’s like going to a conference, but without having to go to a conference. How does it work? We designed...

Success Requires a Plan

Cases don’t aimlessly drift to success – it requires a plan. This isn’t a secret. However, we equip Advisors with a Planning Map tool that helps them lay out the plan for implementing a client engagement. There are four reasons for having a Planning Map: The plan...

Affirmative

Advisors using the Legacy approach are the only ones who have their clients systematically Affirm their goals. Do you know what happens when a client provides an affirmation and written confirmation that their goals are accurate? They tend to implement with...