Do Unto Others Assets What You’d Have Them Do Unto Yours

Jesus was the man.

His teachings reach far beyond “religion” and “church stuff”.

I know mentioning Jesus isn’t “politically correct” and not
trying to get all “spiritual” on you, but…

I’ve actually had pretty interesting conversations with atheists who at least acknowledge that what Jesus taught and represented was good, positive and, in many respects, worth modeling for us human folk.

Maybe they wouldn’t agree with the eating of his flesh and singing hymns and all that.  

But… to be helpful, considerate and respectful to others…  Yeah, those are things I think we can all get onboard with.

You’ve probably heard of “The Golden Rule”.

This was Jesus’ teaching to: “Do unto others what you’d have them do unto you.”  Basically, treat people how you like to be treated.

I don’t know anyone who’d argue with this philosophy.  Other than maybe some crazy sociopath who feasts on the blood of wild animals and sleeps hanging upside down.

I know this doesn’t apply to you, but there are some advisors out there who willingly violate their fiduciary duty for the sake of pocketing a few extra bucks.

As you can image this doesn’t make me all warm and fuzzy.  Actually, it kinda ticks me off.  No, I have to be honest… it REALLY ticks me off!

I’m not saying this from some “holier than thou” standpoint.  No.  I’ve just had similar things happen to me or someone I care about. 

This is a major violation of The Golden Rule.

Why not take a long-term mutually beneficial approach instead?

An approach that lets you build a strong base of satisfied loyal clients who provide you with a predictable sustainable foundation. 

An approach that lets you sleep soundly at night because you know you’re doing your level best to do right by your clients.  Clients who are entrusting you with managing their hard-earn assets.

Again, I know this doesn’t apply to you, but there may be an advisor or two reading this who needs a little “guilt trip” to get them to change their wicked ways.  To abstain from there nightly routine of slithering off into the forest in the dark of the night in search of their next victim. 

Heck, I know none of us is perfect… and Lord knows I’m not perfect either.

It’s easy to slip into the “dead zone” of compromise once in awhile.  The world presents temptations and obstacles all around us.

So, let’s give our best effort to do right by our clients.

I know that’s my plan with my new pilot coaching program Marketer’s Club.

The launch date is quickly approaching.   Snag your spot on the waiting list here:

Josh Ford


Client Retention Tip From a Billion Dollar Asset Manager

A key to ultimate client retention and client satisfaction is to:

“Under-promise and over-deliver.”

I first learned this several years ago while working with my close friend Jason Wenk in his RIA (which in 2015 was voted the fastest growing RIA in the US by Inc. Magazine)

I believe if client retention is important to you… if you’re to excel in business… and if you’re to keep your customers and clients for the long-haul… you too will operate with this philosophy.

Think about it…

If every time you sold a product or service… or promised a certain level of client support…

Wouldn’t you tend to tickle your client’s happy place in their wealth accumulation lovin’ brain every time you get them results beyond expectations?


Wouldn’t this naturally motivate them to become zealous evangelists of your brand?


Don’t you think they’ll trust you more and stick by your side for as long as possible?

The answer is: “Oh yeah brother… You bet your affluent client-getting pants it would!”

Anywho… I plan to follow my own advice with my new pilot coaching program called “Marketer’s Club”

I’ll be opening the opportunity to apply soon.

In the meantime, jump on the waiting list here:

Marketer’s Club Waiting List

Josh Ford

Saga of The Affluent Walking Dead

The wait is over. 

Ready to learn the antidote to keep your affluent prospects from turning into zombies? 


The secret sauce that keeps your prospects  mentally alert and awake is:  STORIES

The brain loves stories.  Mental images.  Visualizations. 

When you use stories and metaphors it lights up your  affluent prospects brain.

Stories stimulate and awaken attention.  They keep them engaged and tuned in.

All those fancy numbers and stats start to put your prospect’s brain to sleep… and sadly many advisors focus on the data and expect it to win the sale.

Because of this… I’ll be sharing more on the power and use of stories in the weeks to come.

Stay tuned.


Josh Ford