AI Won’t Fix a Broken Sales Process. It Will Expose It.The pitch is always the same. Example: Use AI to do your pre-meeting research. Here's a prompt. Go. Aug 24 26August 24, 2026Article at Advisorpedia
Five Quick Checks to See If You're Actually Using AI in Your PracticeHere are five quick questions to check whether AI has actually made it into your daily workflow, or whether it's still sitting on the shelf. Aug 19 26August 19, 2026Article at Advisorpedia
The Biggest Mistake Advisors Make With AIThe sellers who do the work will be the ones who use AI to create real signal in a market that's about to get a lot noisier. Jun 22 26June 22, 2026Article at Advisorpedia
Wholesalers Earn Second Meetings by Changing First-Meeting SignalsAfter nearly three decades working with wholesalers, you start to notice what actually changes the tone of a meeting. Mar 13 26March 13, 2026Article at Advisorpedia
Getting First Meetings but No Second? Change What Happens in the Conversation. Then the follow-up never materializes. It’s not a prospecting issue. It’s what happens inside the meeting. Mar 05 26March 05, 2026Article at Advisorpedia
Getting First Meetings but No Follow-Ups? What’s Costing You the Second ConversationMost wholesalers assume they need a stronger pitch or better materials. In reality, they’re often losing the second meeting because of the pitch. Feb 27 26February 27, 2026Article at Advisorpedia
You Didn’t Lose the Deal — You Lost the Moment That Made Advice MatterWHEN you offer advice matters more than who you are, why you’re offering it, how you frame it, or even how good the advice is. Feb 17 26February 17, 2026Article at Advisorpedia
Advice Isn’t the Problem—Timing Is the KeyIt’s because the timing is off. In consultative selling, WHEN you offer advice matters just as much as WHAT you offer. Possibly more. Feb 06 26February 06, 2026Article at Advisorpedia
Personalization Was Never Broken, Effort WasWhich is understandable, because for most of their careers, personalization has been something sellers equated with effort. Jan 28 26January 28, 2026Article at Advisorpedia
You’re Not Losing Deals at the Close—You’re Taking the Wheel Too SoonYou and the buyer have had good conversation. A few twists and turns. Maybe even a pothole or two you didn’t see coming until you hit them. Jan 21 26January 21, 2026Article at Advisorpedia
Prompting Is the New Sales SuperpowerNow we’re in the next phase. Prompting is the skill. Because it changes how fast sellers go. Jan 14 26January 14, 2026Article at Advisorpedia
Why Spending Hours on Sales Emails Is Killing Your Productivity—and How AI Fixes ItMost sellers still cling to this habit. They stare at a blank screen. They try to write the perfect first sentence. Backspace. Jan 07 26January 07, 2026Article at Advisorpedia
Buyers Don’t Ghost Because They’re Busy — They Ghost Because They Feel Boxed InWhen you say let’s lock something in, the buyer hears a door closing. Humans, buyers especially get real jumpy around closing doors. Dec 30 25December 30, 2025Article at Advisorpedia
The Real Reason Advisors Ignore Extroverts and Forget IntrovertsThey’re responding to your energy calibration, and ambiverts calibrate faster, cleaner with fewer misfires than anyone else. Dec 11 25December 11, 2025Article at Advisorpedia
Why Method Matters for Consultative AdvisorsUnderstanding why consultative method matters provides insight into delivering consistent, defensible advice that clients can trust. Oct 14 25October 14, 2025Article at Advisorpedia
How To Help Clients Talk Themselves Out of a Rash DecisionUsing the Psychology of Advice to De-Escalate Fear-Driven Financial Moves #psychology #finance #growth May 08 25May 08, 2025Article at Advisorpedia
Great Discovery Starts with the Right GoalAre you a fan of Stephen Covey? I mean the original one? The "Seven Habits of Highly Successful People" Stephen Covey? I am. In fact, I still go refer to a few of the habits regularly, none more frequently than the habit, "Begin with the End in Mind. Nov 11 24November 11, 2024Article at LinkedIn
There is no 'I' in DiscoveryImagine this scenario: you are meeting with a prospect and asking a question about the challenges they face in their work. What is the best way to ask this question? A. Nov 11 24November 11, 2024Article at LinkedIn
Suck Less at Listening: 3 Simple StrategiesWhen people talk, listen completely. Most people never listen. Nov 11 24November 11, 2024Article at LinkedIn
Great Discovery Questions Do More Than DiscoverIn discovery, there are a million different questions you could ask. I typically resist my clients’ please for a list of “the questions,” because the right questions are unique to every individual and situation. Nov 11 24November 11, 2024Article at LinkedIn