August 25, 2017

Those of us endeavoring to separate ourselves from the “salesmen” in our industry, often call ourselves fee-based planners. Here is the problem: We are defining ourselves based on our fee and not our service or value.

Advice-Based Planning

True professionals in other ind...

August 7, 2017

Let's talk about simple things we can do that will completely change our productivity as advisors because our to-do lists really won't ever go away.  We have clients and meetings and that is just the reality of it.  But there are things that we can do that will catapul...

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