1. Client retention doesn’t take an abundance of time. Simple communication habits will go a long way. 
2. It’s 9X easier to retain a client than it is to acquire a new client.
3. Clients will refer you if you simply give them a next level experience

HB’s Bio

H.B. has been a coach, a creative, and a professional communicator for close to four decades. He founded and presided over an arts-based Christian nonprofit that served the marginalized for over two decades. He has published many books and countless leadership guides, facilitated thousands of people in leadership development retreats, and has produced over 7 million song streams on Spotify.

Even after all that, he is fond of deflecting attention from his accomplishments by saying, “my real claim to fame is that I have failed at more ventures than most will ever attempt … and I took a lot of notes.”

H.B. has founded works in tech, financial services, charitable orgs, and in the arts. His DNA is to start things, however, it may be his lifelong work with very strong, very talented people that has uniquely equipped him to be a professional advisor. It was “in the school of hard knocks,” he says, where he gleaned his best wisdom for helping others. Refreshingly, H.B. openly speaks of his own failures as some of his greatest learning moments. As a business coach he often refers to himself as a “perspective partner.”

His academic scholarships helped him earn a Bachelors Degree in Religion and General Business at Samford University, Birmingham, Alabama, in 1988, Cum Laude. As a financial advisor he earned his Series 6, 7, and 63 designations. H.B. is also a Certified Exit Planning Advisor. He claims, however, that he has never been rewarded for book smarts, only for working well with people.

Presently, H.B. lives in Colorado Springs, Colorado with his wife Robin, an award-winning interior designer. His two sons live in Phoenix, Arizona. Xander is a student at Grand Canyon University, and Zane recently graduated with a degree in Entrepreneurial Business. H.B. loves golf though he is bad at it. He is better at fly fishing, reading books, and hiking. He loves to be on the water.