NOBODY KNOWS UNTIL YOU TELL THEM

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...

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WORKING FINANCIAL FREEDOM

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...

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INFUSE THE NEW WAY WITH THE BEST OF THE OLD

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...

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THE BEST OF BOTH WORLDS

 

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...

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STOP PREQUALIFYING PROSPECTS

 

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...
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OVERCOME YOUR CONDITIONING

 

Have you ever heard about how they train elephants into submission?

 

When the elephants are young, they tie them to a stake with a stout rope that the elephant can't break.  The...

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ADVICE FIRST

It is easy to villainize product sales in an industry where sales have historically been given more priority than planning and advice.  But, for the most part, it's the tactics not...

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PRODUCT WITH A SIDE OF ADVICE

The other day, I was listening to a podcast featuring a female advisor talking about the power of planning.  She had written a book and was very enthusiastic about the life-changing benefits...

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IS ANYONE SELF-MADE?

I grew up poor, joined the Army to get educated and took a lot of risks as an entrepreneur to get where I am today.  I am the one who went without paychecks when money was tight. ...

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WHAT INSPIRES YOUR GRITTIEST SELF?

 

 

"Grit is about working on something you care about so much that you're willing to stay loyal to it."- Angela Duckworth in her book GRIT.

 

I am re-reading Grit right now and I am...

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