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Educate To Elevate

By Joe Templin · September 4, 2026 · 1 min read

“What is a good person, but a bad one’s teacher? What is a bad person, but a good one’s job?” -Lao Tze

Your client isn’t being obstinate, they just don’t understand how much you can help their friends.

Your responsibility as the good professional is to teach them so that they come to the conclusion that you are an asset, a valuable resource that their friends, family, and coworkers need to know exists and have the opportunity to see where and how you can help them. If your client doesn’t introduce you to their world, what sort of friend does that make them?

The Weekly Essay

Get an essay like this every week.

No fluff. One idea, one application for your advisor practice, every Monday.

The Intro Machine
The Course

Stop chasing referrals. Build the system that makes them automatic.

5-module course. The exact playbook behind 10,000+ client meetings and multiple MDRT qualifications.

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