I just finished up a call with an LTC specialist. At the beginning of the call, we determined that I was not in her territory. She then proceeded to spend over an hour with me. She updated me on...

As a small business owner, do you ever struggle with the idea that you are a leader?  Most advisors start focused on the client work, and as they become more successful, their practice evolves...

I have been approached by several new advisors recently asking me how to get started with Advice-based Financial Planning. 

I realize that many new advisors struggle with the same...

I want to let you in on a little secret…nobody knows what we do! They think they know, based on whatever narrow experience they have had with "advisors" in the industry. But they...

I remember that for years my goal was to have $10k of recurring revenue per month. That was my definition of financial freedom! I could meet all my business and personal obligations, and...

Ryan Holiday wrote a blog about protecting the "old way".  We have instincts to preserve the way it was, and those can be healthy, but they can also be dysfunctional. 

It is...

Have you ever seen those memes that say, "Tell me you are old without saying your age." and you are supposed to mention something that young people would never understand.  


...

I have never worked from home for any significant period of time. I've always had an office or place of employment. I've always had colleagues and clients to interact with.

I thought that my...

Have you bought into the myth that the Independent RIA business model is inherently superior, more virtuous, than the Dually Registered Broker Dealer model? 

It's easy to...

Most of us were taught to prequalify prospects so that we don't waste our time with people who don't have enough money to hire us.

There are several flaws in that model. 

1. If...