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1 Insight

S13EP07: Your clients are NOT paying you for your time

Dec 23, 2021

I have a handful of Thinking Partner clients. They invest $47K for around 5 months. I have 1-2 Concierge Trusted Advisor clients a year who invest $185K to have access to me when they need it. You may be surprised at how little they need that access. And My Thinking Partner clients are often complete way before our...


Dec 23, 2021

I have a handful of Thinking Partner clients. They invest $47K for around 5 months. I have 1-2 Concierge Trusted Advisor clients a year who invest $185K to have access to me when they need it. You may be surprised at how little they need that access. And My Thinking Partner clients are often complete way before our...


Dec 9, 2021

Today I turn the table on my client. I tell him to ask me one single question—the answer to which will change everything.
It turns out that David has just had his second child and we share an intimate moment. Two dads bonding over how to make an impact in the world, while raising great kids.

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