1: Chad Willardson smiled as he read the email. There was a big fish on the line. Actually, not a fish. A whale.

Chad was the founder and CEO of Pacific Capital, a premier, values-driven wealth management firm in Southern California. One of his clients was reaching out with a huge referral. 

The prospective client had just sold his business, netting him over $100 million. “For most financial advisors, … continue reading