As some of you may know, we have a premium platform called the Exchange. The Exchange just crossed 600 advisor members last week. We have multiple courses from some of the industries best coaching firms covering everything from marketing, prospecting, efficiency, technology, and increasing your client base and profitability. In addition, all of the coaches are at your fingertips doing virtual coaching daily to help our members grow. The community of advisors is incredibly active helping one another in their businesses and raving about the platform. We decided to offer something special this week that is available to all of you in this community. You are able to access everything in the Exchange for free for a 7 day trial. You can binge all the content, read through the community interactions or post your own challenges to get support, and participate in getting coaching at no cost during this trial. If you think it's not for you, you click the cancel button and will not be charged anything. In addition, we are offering all members to invite another guest at no cost so you can buy one membership if you chose to stay ($99/mo after free trial) and anyone you chose can have a membership with you for free. I strongly encourage you to check it out at skool.com/exchange You will not be disappointed. I coach people through referral situations daily and I hope to see you in there to help you implement my stuff, and all of the great coaches in there will do the same! Go to skool.com/exchange and check it out.

When I was first on Kitces podcast, I didn't understand the reach he had with his podcast and message. On a recent trip to Asia, Australia, and New Zealand I was able to deliver 11 talks to thousands of advisors on client and COI engagement throughout Singapore, Sydney, Queentown, Auckland, and South and North NZ. While the cultures around advice and biz development are slightly different, one thing was consistent.......Kitces. At some point in each of the talks, someone approached me to tell them they were familiar with my work through the Kitces podcast. He's a great interviewer and one of the rare ones who contributes to the conversation as much as he asks questions. If you haven't listened to the first one I did when first introduced to Michael, it may be a good listen. https://www.kitces.com/blog/dan-allison-referral-gap-feedback-marketing-group-brokers-clearing-house/