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Case Studies
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How one mindset shift took Craig from under-performing and stuck… to Top 1% performance, bringing in over $130m/year and adding centi-millionaires and billionaires to his prospect list.
In 2023, Craig joined my group program — but got almost no results.Why? He was distracted. A cluttered office, small tasks, the wrong focus. Like taking a penalty shot while staring at the sidelines. When we started working 1:1, everything changed.I put his attention where the money was: the Relationship Revenue Engine. Here’s what flipped the switch: 1. Mindset: “I Belong.” Craig admitted he’d been playing small. Once he believed he deserved a seat at the biggest tables, hi
How a 1-minute comment has turned into $6m+ revenue in my client's pipeline in the last 2 weeks.
Peter used to think asking for referrals was tacky. He met me at a dinner event in 2023 and saw me run a referral workshop the day after....
Bored of the same old client conversations? Here’s how Mark escaped — and built a $40M net worth.
He had the credentials. The experience. The income. But after 20+ years in wealth management… He was mentally dying inside. He was bored...
I Used to Ask for Referrals by Saying…
I used to ask for referrals by saying: ‘I build my business by referral; do you know of anyone I could help?’” Reflected Steve, a wealth...
How a laser ask led to 11 straight $150M+ years
Marc used to prefer a wide variety of centres of influence as referral sources. He saw me run a referral workshop in Orlando and two...
How 1 question got my client in the Top 4 (out of 3500).
Garry used to think asking for referrals would make him look pushy. “Like many others I had an irrational fear of asking.” His lack of...
How Asvin made it to MDRT’s Top of the Table
For 7 years Asvin couldn’t get higher than Court of the Table. He saw me run a workshop at the Personal Finance Society conference in...
How one rebel move landed Nick a $500M+ client — last week.
How one rebel move landed Nick a $500M+ client — last week. Most advisors say they want to go upmarket. But then they follow the same...
How One Rebel Question Landed Tom a $47M Prospect — Last Week
Most advisors say they want to go upmarket. But they keep prospecting the same way they always have. Tom didn’t. Here’s what changed: 🔹...
My client landed his first billionaire client this week. Here’s how:
As your read this, focus on: a) The energy it projects b) The cumulative individual ingredients shared because at the end of the day,...
*How Blair took his average client value from $2M to $25M
Blair had hit a plateau, stuck with clients in the $1-3M range. He needed both immediate growth and a long-term strategy to access the...
I helped one team acquire $246M in new assets — with one ask.
In 2024, I worked with a group of portfolio managers who were excellent at what they did — but avoided one key conversation. They didn’t...
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