How to get more LinkedIn Recommendations


You go to an online retailer and check out a product that you’re interested in. You check the price, the images, the model number and most importantly, you check the reviews. In the same way that you check product reviews, potential employers and clients are checking your LinkedIn profile and LinkedIn Recommendations (endorsements) to see if you’re someone they want to work with. The...

JTBD for Financial Planners


I love the JTBD framework and put together this example related to financial planning: What SOME Financial Planners think they’re being paid for – quality advice related to financial products – quality products that outperform most others What MOST people hire Financial Planners to do – understand the story of where they are financially – give them credit for getting...

You already asked me that


In Short: People are open to giving their information multiple times when they can see that information isn’t shared. They flinch when they need to keep telling you the same thing at different stages of the process because you haven’t valued their time in designing your workflow. You walk through the doors and you’re asked for your passport and boarding pass before boarding the...

The $500 experiments


In Short: Experiments are useful for finding what new areas you can grow in but they also have the secondary effect of training your team to look for new experiments & opportunities. Firstly, $500 might be a large or small investment for you, depending on the size of your business. The concept is to look at your workflow map and create experiments to test. Maybe you’ll test putting...

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