“The poach test. Write down the five people a funded competitor would call first. That's number one. Next to each name is task two, right? The last time someone told them where their career is going in your firm. Number three. Write down which five clients would follow each of them out the door.”

“The medical assistant would pull me aside. We would be running the list in the morning for who was coming in. And she would say, oh, the last time Susie was here, she told me she was fighting with her husband. I think we should do safety scoring for her or just screen her for domestic violence.”

“You would just, if I had five different funds, five different equity funds, I just take my top 10 or 20 holdings, rank all of them and see what the overlap is”

“If you can get to a lead within the first five minutes, you are, I think it's six times more likely to convert them into a client.”

“Grab a sticky note for every technician on your schedule. Write down one specific thing each of them did this month… then say it out loud on the entire team.”