Smart insights for BIG stories

How do you tell a great brand story? Step one: Start with a storyteller's posture. 

These resources will help you get started (and be sure to sign up for my newsletter if you want to go even deeper).  


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It’s a trend I’ve noticed over the last 3 years.  Whether I’m talking with independent financial advisors who rely on third-party custodians like Raymond James, Stifel, Fidelity, or Schwab, I run into something I’ve come to call the Big Heart, Small Story Problem.  Almost always, these financial advisors are highly relational and extremely mission driven.  […]

Financial advisors: Stop hiding your brand story behind your brokerage firm

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Story

Over the past five years, I’ve spent lots of time and lots of money on business strategy – somewhere in the ballpark of at least $30K on business coaches alone, all who showed up with the promise to one-up the last business coach and help me build a system that would attract more clients and […]

6 reasons why your business strategy might not be working

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Story

To play on the words of Karl Marx, deconstruction has become the opiate of the marketer.  Or slightly more practical, we marketers have become drunk love with criticism.  And as I dig into WHY that might be, I think it all circles back to Darwin >> We’re all fighting to survive, believing that if we […]

Want to tell great brand stories? Start with the .1%.

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Story

You’ve felt the burn of your heart pounding in your chest, racing to marathon-level speeds as you wonder if you’re going to be able to show up with the right words to convince the right client to buy the right package so you can build the right business.  You’ve gone through all the story-finding bootcamps, […]

Here’s why your sales copy keeps missing the mark

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Story